Calendly Tutorial: How To Use Calendly To Schedule A Meeting

In this article, I will guide you through the process of setting up and scheduling your meetings and appointments with Calendly. The best part? It's completely free! I will take you through the steps of signing up for Calendly, linking your Google account, setting your availability, creating event types, and more.

First, let's start with signing up for Calendly. You can either navigate to calendly.com or search for Calendly on Google. Once you're on the homepage, you can sign up using your email or, even better, sign up using your Google account. I will show you how to link your Google account to Calendly so that it's easy to manage your calendar. From there, we'll move on to setting your availability, creating event types, and integrating with Zoom. With Calendly, you can automate your scheduling process and save time while making it easier for your clients to book appointments with you.

Key Takeaways

• Calendly is a free tool that allows you to automate your scheduling process.
• By linking your Google account to Calendly, you can easily manage your calendar and set your availability.
• With Calendly, you can create event types, integrate with Zoom, and make it easier for clients to book appointments with you.

Signing Up for Calendly

In this video, I'll show you how to sign up for Calendly and set up your availability for meetings and appointments. To get started, simply navigate to calendly.com and sign up using your email or Google account.

Once you've logged in, you can link your Calendly account to your Google calendar to sync your availability. You can also customize your availability by setting your working hours and non-availability.

To share your availability with others, you can easily share your Calendly link and allow them to book directly into your calendar. You can also customize your event types and set up advanced rules for booking.

Calendly is a great tool for automating your scheduling process and offering your time to potential customers. And the best part is, it's completely free to use for individual accounts. So sign up today and start scheduling your meetings and appointments on autopilot.

Calendly Homepage Overview

In this section, I will walk you through the basics of the Calendly homepage. To get started, you can simply navigate to the Calendly website or search for it on Google. Once you arrive at the homepage, you can sign up for a free individual account using your email or Google account.

The homepage offers a range of features, including the ability to set your non-availability, connect your Google calendar, and integrate with other tools. It is important to note that you can link Calendly to your Google account, which will allow you to invite people to book directly into your calendar. However, if you are growing and scaling, you may want to limit access to your calendar.

To create your booking page, you can add your availability and customize your profile and branding. You can also set up event types and add descriptions, locations, and other details. You can then share your booking page link with others, and they can book a time that suits them.

Calendly also offers features such as reminders, buffer times, and advanced rules. You can ask questions and collect information from your clients, and you can even collect payments if necessary.

Overall, Calendly is a powerful and user-friendly tool that can help you automate your scheduling and save time. Whether you are a solo business owner or part of a team, Calendly can help you streamline your booking process and focus on what really matters: building relationships with your clients.

Linking Google Account to Calendly

To link your Google account to Calendly, simply navigate to the Calendly homepage and sign up using your email or Google account. As a fan of the Google platform, I recommend linking your Google account for seamless integration with GDrive and GCal.

Once you're logged in, you can add your Google Calendar account by going to Account Settings > Calendar Connections. This will allow you to set your availability based on your Google Calendar schedule.

It's important to note that if you're just starting out, it's a good idea to allow people to book directly into your calendar. However, if you're growing and scaling, you may want to limit who can book directly.

To share your availability link, simply go to the Admin Manager and customize your profile and branding. From there, you can view your booking page and share your link with anyone you want to speak with.

When creating an event, you can set the event name, location, description, and working hours. You can also add advanced rules and ask questions to gather information from attendees.

Calendly offers a variety of features, some of which require payment. However, if you're a solo business owner, the free version is a great way to automate your booking process and save time.

Setting Availability

In this video, I will guide you through the process of setting up and scheduling your meetings and appointments on autopilot using Calendly. The best part is that it's completely free to set up an individual Calendly account. To get started, simply navigate to calendly.com and sign up using your email or Google account.

Once you've signed up, it's important to set your availability to ensure that people can book appointments with you during the times that work best for you. If you're linking Calendly to your Google calendar, you can easily set your non-availability by going to the "Account" section and then "Calendar Connections". From there, you can add your calendar account and follow the steps to link it to Calendly.

It's important to note that you have the option to give people direct access to your calendar, which is a good idea if you're just starting out and have the capacity to do so. However, if you're growing and scaling, you may want to limit who can book directly into your calendar.

To share your availability with others, you can easily share your Calendly link. If you already have other meetings scheduled, your availability will automatically update to reflect that.

Calendly also offers a variety of integrations, but to keep things simple, I recommend sticking with the basics. You can customize your profile and branding, and choose how you want your link to display.

To create an event, simply click "Create" and select an event type, such as "One to One". From there, you can customize the event name, location, and other details. You can also set your working hours and buffer time before and after the event.

You can ask participants questions and set up workflows, but these features may require an upgrade. However, the basic functionality of Calendly is completely free, making it a great tool for micro business owners who want to automate their appointment scheduling process.

Overall, Calendly is a simple and effective tool for setting availability and scheduling appointments. By offering your time and making it easy for others to book appointments with you, you can build deeper relationships with potential customers and ultimately increase sales.

Calendar Connections

In this video, I demonstrated how to set up and use Calendly to schedule meetings and appointments for free. To get started, simply navigate to calendly.com and sign up using your email or Google account. Once you've linked your Calendly account to your Google calendar, you can set your availability by adding your non-availability and windows of availability.

You can share your Calendly link with others, and they can book a time that suits them. Calendly will automatically create an event in your Google calendar and send you a reminder. You can also make your Calendly link a single-use link to prevent people from repeatedly booking into your calendar.

To create an event type, click on "Create" and select "One to One." You can then set the event name, location, duration, and other details. You can also integrate with Zoom to automatically create a meeting link.

Overall, Calendly is a great tool for automating your scheduling process and offering up your time to potential customers. It's free to use for a single user account, and you can upgrade to access additional features.

Sharing Calendly Link

In this video, I will walk you through how to use Calendly to set up and schedule your meetings and appointments on autopilot. The best part is that it's completely free to set up an individual Calendly account.

To get started, simply navigate to Calendly.com or search for Calendly on Google. You can sign up using your email or Google account. If you're using Gmail, Google Drive, or Google Calendar, it's even easier to link Calendly to your account.

Once you're on the Calendly homepage, you can sign up with your email or log in if you're a returning customer. If you link Calendly to your Google account, your availability will automatically sync with your Google Calendar.

To share your Calendly link, go to your account settings and add your profile and branding. You can customize your link and booking page to display your availability and event details.

When you share your Calendly link, you can choose to make it a single-use link to prevent people from repeatedly booking into your calendar.

To create an event, simply click on "create" and select "one to one." You can customize your event name, location, and description. You can also set your working hours and buffer times before and after your event.

Calendly also offers advanced options such as asking questions and setting up workflows, but these features may require an upgrade.

Overall, Calendly is a great tool for automating your scheduling and offering up your time to potential customers. It's simple to use and completely free for one user account.

Creating Event Type

To create an event type on Calendly, I simply click on "Create" and select "Event Type". From there, I can customize the event name, location, duration, and more. I can even link the event to Zoom so that a meeting link is automatically generated for participants.

I can also set my availability for the event by selecting my working hours and blocking off any non-availability. I can add buffer time before and after the event to ensure a smooth transition between meetings.

Calendly allows me to ask participants questions and set up workflows, as well as send email reminders and calendar invitations. I can even redirect participants to a confirmation page or collect payments if needed.

Overall, creating an event type on Calendly is a simple and efficient way to automate scheduling and streamline the booking process.

Zoom Integration

In this video, I will demonstrate how to integrate Calendly with Zoom to schedule meetings and appointments automatically. The best part is that this feature is completely free. To get started, navigate to Calendly.com and sign up using your email or Google account. If you link Calendly with your Google account, it will integrate seamlessly with Google Calendar.

When you set up your availability, make sure to only allow people to book directly into your calendar if you have the capacity to do so. If you are growing and scaling, it may not be a good idea to let everyone book directly into your calendar. However, if you want to automate people booking to speak with you, Calendly is a great tool.

To set up the integration with Zoom, go to your admin manager, click on account settings, and add your profile and branding. Then, click on the event type and select "one to one." You can customize the event name, location, and description, and link it to Zoom so that the meeting is already set up when someone books.

You can also customize your working hours, buffer time before and after the event, and set up advanced rules. You can ask questions such as name and email and set up workflows.

Calendly is a great tool for micro business owners who want to offer their time to potential customers. It is free to use, and you can upgrade to access additional features if needed. By integrating Calendly with Zoom, you can automate your scheduling process and focus on engaging with potential customers.

Event Details

In this video, I will guide you through the process of setting up and scheduling your meetings and appointments using Calendly. The best part is that it's completely free to set up an individual account. To get started, simply go to calendly.com and sign up using your email or Google account.

Once you've signed up, you can link Calendly to your Google calendar to set your availability and allow others to book directly into your calendar. If you're just starting out, it's a good idea to give people access to book directly into your calendar. However, if you're growing and scaling, you may want to limit who can book directly.

You can easily share your Calendly link on your website or through email to automate the booking process. When someone books a meeting or appointment, it will automatically create an event in your Google calendar.

Calendly also offers various integrations, but for simplicity's sake, I recommend just sticking to the basics. You can customize your profile and branding, set up event types, and ask questions to gather more information about the meeting or appointment.

You can also set advanced rules, such as buffer time before and after the event, and limit how far in advance someone can book. Additionally, Calendly offers options for notifications and confirmation pages.

Overall, Calendly is a great tool for automating the booking process and showing the human side of your business. Plus, it's free to use for one user and offers affordable pricing for team accounts.

Booking Rules

As a user of Calendly, it is important to understand the booking rules that apply to your account. By linking your Calendly account to your Google calendar, you can invite people to book directly into your calendar. This is a great tool to automate the process of scheduling meetings and appointments, especially if you are just starting out or have the capacity to do so.

To set your non-availability, go to the "Availability" section on the homepage and set the windows of availability that you want to receive calls during. If you already have another meeting that is linked to your Google calendar, that availability will show in Calendly as well.

To add a calendar account, go to the "Account" section and then "Calendar Connections". Follow the steps to add a calendar account. If you stick to one user and one account, Calendly is completely free.

You can share your Calendly link to your website or offer it out as a way of automating people booking in to speak to you. When people click on the link, they can see your availability and book a time that suits them. This is a great way to offer your time and make deeper relationships with potential customers.

To create an event type, click on "Create" and then "Event Type". You can build out your event name, location, and description. You can also set your working hours, buffer time before and after the event, and advanced rules. You can ask some questions such as name and email, and set up workflows.

Calendly is a free tool, but if you want to use some of the other functionality such as collecting payments or setting up notifications, you will have to upgrade. However, using free or cheap tools and platforms is a great way to manage your expenses and make money online. As a micro business owner, I recommend using Calendly to automate the process of scheduling meetings and appointments.

Notification Settings

In Calendly, you have the option to receive notifications for upcoming events. To set up your notification settings, simply follow these steps:

1. Go to your account settings and click on "Notifications".
2. Choose the type of notifications you want to receive, such as email or SMS.
3. Set the frequency of notifications, such as daily or weekly.
4. Customize your notification message to include any specific details you want to include.
5. Save your notification settings.

By setting up your notification settings, you can ensure that you never miss an important meeting or appointment. Plus, with the ability to customize your notifications, you can make sure that you receive the information you need in a way that works best for you.

Confirmation Page

After setting up your availability and event types on Calendly, you'll want to make sure your confirmation page is set up correctly. This is the page that your clients will see after booking a meeting or appointment with you.

On the confirmation page, you can choose to redirect your clients to a specific webpage or display a custom message. You can also choose to collect payments on the confirmation page if you have that functionality enabled.

It's important to make sure the confirmation page is clear and concise, letting your clients know what to expect next. You can customize the page with your branding and add any additional information that may be relevant to your clients.

Overall, the confirmation page is an important part of the booking process, and it's worth taking the time to make sure it's set up correctly. With Calendly, you can easily customize your confirmation page to fit your needs and provide a seamless booking experience for your clients.

Upgrade Options

As a solo business owner, I highly recommend using Calendly to automate your appointment scheduling process. The best part is that it's completely free to set up an individual Calendly account. In this section, I'll walk you through some upgrade options that can enhance your experience with Calendly.

First, you'll need to link Calendly to your Google account, which is easy to do from the "Account" tab and then "Calendar Connections". From there, you can add a calendar account and follow the prompts to link it up. If you're just starting out, I suggest allowing people to book directly into your calendar, as this is a great way to automate your scheduling process.

If you want to embed Calendly on your website or offer it as a way for people to book appointments with you, you can easily share your Calendly link. You can customize your booking page to display your availability and allow people to book appointments that suit them.

Calendly also offers a variety of integrations, but I prefer to keep things simple. You can personalize your profile and branding, and choose how your link will display. You can also create a single-use link to prevent people from repeatedly booking into your calendar.

If you're ready to take things to the next level, Calendly offers paid upgrade options that allow you to do things like collect payments and set up workflows. However, as a believer in managing expenses, I find that the free version of Calendly is more than sufficient for my needs.

Overall, Calendly is a powerful tool for automating your appointment scheduling process, and the various upgrade options can enhance your experience even further.

Conclusion

In conclusion, Calendly is a great tool for automating your appointment scheduling process. It is free to set up an individual account and can be linked to your Google account for easy access. By setting your availability and sharing your Calendly link, you can invite people to book directly into your calendar. This is a great way to offer up your time and engage with potential customers, ultimately leading to deeper relationships and more sales. With features such as single-use links and integration with Zoom, Calendly can help streamline your scheduling process and save you time. Overall, I highly recommend giving Calendly a try for your appointment scheduling needs.

Additional Resources

In this section, I want to provide you with some additional resources that can help you get the most out of using Calendly. By following these resources, you can improve your scheduling and booking processes, and make sure that you are getting the most out of this powerful tool.

• Calendly Homepage: This is the starting point for all your Calendly activities. You can sign up for a free account using your email or Google account. Once you are signed up, you can start scheduling your meetings and appointments on autopilot.
  
  
• Account Settings: In this section, you can set up your profile, add your avatar, and get some branding up there. You can also have a look at what you want your link to display and then have a look at how this will present.
  
  
• Availability: This is where you set your non-availability. If you're linking in with your Google calendar, you need to go to Account and then Calendar Connections. All you need to do is add a calendar account, and then follow their steps.
  
  
• Integrations: In this section, you can hook up all sorts of integrations, but it's best to keep things super simple.
  
  
• Event Types: This section is where you can create your event types, such as one-to-one meetings, group meetings, or webinars. You can build out your event name, location, and description.
  
  
• Working Hours: This section allows you to set your working hours so that people can book appointments with you during your available times.
  
  
• Advanced Rules: In this section, you can set up advanced rules for your appointments, such as buffer times, booking increments, and more.
  
  
• Notifications: This section allows you to turn on email reminders, calendar invitations, and other notifications to keep you on track.
  
  

By using these resources, you can get the most out of Calendly and make sure that you are scheduling your meetings and appointments on autopilot. Whether you are a solo business owner or part of a team, Calendly is a powerful tool that can help you save time and streamline your scheduling processes.