Calendly: A Quick-Start Guide
Calendly eliminates the hassle of scheduling phone calls. Simply set up your calendar, integrate it with Calendly, and start booking calls!
All you need is the Free plan to get started!
How to Use and Set-Up Calendly
1. Setting up your Account
First, sign up for a free account. To get started, go to calendly.com and sign up. You can begin by creating your custom URL, which will appear every time someone clicks on your link, or you can do so later if you prefer.
2. Connecting your Calendar
After the first step, you'll be asked to connect your calendar. This is critical because it will automatically check your schedule for busy times and add new events as they are scheduled by people who use your link.
Depending on what you use, there are several options for online calendars. We use Google Calendar.
At this point, you can set your availability which basically tells Calendly when you're available to accept meetings. When someone clicks on your link to schedule a meeting with you, these are the dates and times that will appear for them to choose from. You can choose the available hours as well as the days.
The location can then be added. We see most people using some type of Google Workspace account, so we recommend just using Google Meet as the default location. We've had a great experience moving from a paid Zoom account to Google Meet.
4. Setting up Events
As you set up events, you can choose an event duration, a date range, and a timezone
For notifications: Calendar Invitations are set as the default, but you can also add text and email reminders.
If your client needs to cancel, a Cancel and Reschedule link will be sent to them in their notifications.
One feature we've used in the past has been the redirect on the confirmation page. You have the option of redirecting to a Calendly confirmation page or an external site. We'll typically send people back to our website in one way or another.
5. Obtaining information
For each event, you can set different questions for your clients to answer before scheduling a meeting with you. Their name and email address is the standard that Calendly provides, but you can change this and add additional fields.
Depending on the event, we'll use those additional fields to screen out "good fit" and "bad fit" clients.
In my experience, Calendly has the most user-friendly platform and it feels easy to get up and running quickly. As long as you keep your calendar tidy with your "busy" times, then Calendly can pretty much handle the rest.
Honorable Mention: CalendarHero. CalendarHero is not as user-friendly as Calendly, but it has the capability of setting up group meetings through more of a polling system where people select their favorite times from my calendar. It's super helpful and I haven't seen that ability in Calendly.
Bonus: if you're a consultant, coach, or you just charge hourly for a meeting, you can set up payment processing in Calendly. That means you can send out a booking link where people have to pay before they can meet with you!
Sign up for Calendly here.
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