The Bottom Line:
- Calendly: A scheduling tool simplifying booking appointments and events.
- Free Plan: Limited meeting types suitable for simple booking needs.
- Standard Plan: Unlimited meeting types and calendar connections for more flexibility.
- Branding & Customization: Personalize your account settings and booking page.
- Workflow & Communication: Set up workflows, email confirmations, reminders, and more for efficient scheduling.
Introduction to Calendly and its Features
Setting Up Your Account and Customizing Profile
When setting up your Calendly account, you will be asked some basic questions including selecting a customized booking link. This link can be personalized to your preference. Moving on to your profile settings, you can add a photograph, adjust your name display, create a welcome message, configure language settings, set your country and time zone, and save changes accordingly.
Customizing Event Types and Scheduling Settings
Start by editing the default 30-minute meeting type, where you can create various event types based on your subscription plan. Choose a title for your event, select the duration, location, and other details such as virtual or in-person meetings. You can set parameters regarding buffer time, minimum notice, daily limits, time zone display, and start time increments. Additionally, you can create a custom URL for each specific event, tailor the information requested from invitees, and set up payment collection if desired.
Managing Workflows and Sharing Booking Links
Once your event details are configured, you can establish communication workflows for sending confirmation emails, reminders, surveys, or other follow-up messages. These workflows can be customized depending on the event type or user preferences. Lastly, you have the option to share your booking links either through your Calendly booking page URL or via specific meeting type links. This enables users to directly book appointments with you based on their requirements.
Exploring the Free and Paid Plan Options
Exploring the Free and Paid Plan Options
When using Calendly, you have the choice between a free and paid plan. The free plan offers limited features, allowing you to create one meeting type suitable for basic scheduling needs. On the other hand, the Standard Plan, which is a low-cost paid option, provides unlimited meeting types, multiple calendar connections, additional support, and app integration. Larger businesses can opt for the Teams and Enterprise pricing tiers, offering more advanced analytics tools.
Account Setup and Initial Configuration
Upon signing up for a Calendly account, you will go through a setup process where you can customize your booking link and answer questions related to scheduling preferences and calendar integration. Your account settings can be personalized by adding a profile picture, adjusting name display, creating a welcome message, configuring language and date/time format, selecting country and time zone, and saving changes.
Branding, Calendar Sync, and Event Customization
In the branding section, you can upload a company logo, select consistent branding for multiple users, or turn off Calendly branding. Connecting your personal or work calendars to Calendly allows the system to automatically indicate your availability. You can customize event types by setting duration, location, buffer time, minimum notice, daily limits, time zone display, start time increments, custom URLs, information requested from invitees, payment collection options, and more.
Customizing Your Account Settings
Profile Customization and Account Settings
When setting up your Calendly account, you can personalize your profile by adding a photograph, adjusting your name display, creating a customized welcome message, configuring language settings, selecting your country and time zone, and saving the changes made.
Event Types Configuration and Scheduling Parameters
Editing the default 30-minute meeting type allows you to create various event types based on your subscription plan. You can specify the title, duration, location, buffer time, minimum notice, daily limits, time zone display, start time increments, custom URLs, information requested from invitees, payment collection options, and more.
Workflow Management and Booking Link Sharing
After configuring your event details, you can establish communication workflows for sending confirmation emails, reminders, surveys, or follow-up messages. These workflows can be tailored based on the event type or user preferences. The booking links can be shared through your Calendly booking page URL or specific meeting type links, facilitating users to directly book appointments as needed.
Creating and Managing Meeting Types
Customizing Meeting Types and Setting Scheduling Parameters
Begin by modifying the default 30-minute meeting type to create various event types based on your subscription plan. Choose titles, durations, locations, and additional details like virtual or in-person meetings. Set up buffer time, minimum notice, daily limits, time zone display, start time increments, custom URLs, invitee information requests, payment collection options, and more.
Management of Workflows and Sharing Booking Links
Once your event details are set, establish communication workflows for sending confirmation emails, reminders, surveys, or other post-appointment messages. Customize these workflows depending on the event type or user preferences. Lastly, share your booking links via your Calendly booking page URL or specific meeting type links, enabling users to directly schedule appointments based on their requirements.
Account Configuration and Initial Setup
Upon registering for a Calendly account, you’ll be guided through the setup process to personalize your booking link and address scheduling preferences and calendar integration questions. Customize your account settings by adding a profile picture, adjusting name display, creating a welcome message, configuring language and date/time format, selecting country and time zone, and saving the changes made.
Optimizing Your Scheduling Settings
Customizing Your Account Settings
When setting up your Calendly account, you can personalize your profile by adding a photograph, adjusting your name display, creating a customized welcome message, configuring language settings, selecting your country and time zone, and saving the changes made.
Event Types Configuration and Scheduling Parameters
Editing the default 30-minute meeting type allows you to create various event types based on your subscription plan. You can specify the title, duration, location, buffer time, minimum notice, daily limits, time zone display, start time increments, custom URLs, information requested from invitees, payment collection options, and more.
Workflow Management and Booking Link Sharing
After configuring your event details, you can establish communication workflows for sending confirmation emails, reminders, surveys, or follow-up messages. These workflows can be tailored based on the event type or user preferences. The booking links can be shared through your Calendly booking page URL or specific meeting type links, facilitating users to directly book appointments as needed.
