How to Set Up Calendly

Quick summary

This tutorial walks you through setting up Calendly from account creation to sharing your first scheduling link, including configuring your availability and creating a custom event type. Within minutes, you can have a fully functional appointment scheduling page ready to send to clients, colleagues, or prospects.

Steps

1. Open your web browser, navigate to Calendly's homepage, and click 'Get Started' to begin the sign-up process.
2. Choose your preferred sign-up method: connect with your Google account, Microsoft Office 365, or use your email address.
3. Click 'Sign up with Google' to authenticate and create your account via Google OAuth.
4. In the main dashboard, click on the 'Availability' tab to begin configuring your schedule.
5. Define your available hours by setting specific time blocks for each day of the week; create multiple availability schedules if needed.
6. Click on the 'Event Types' tab in the main dashboard to start creating a bookable meeting type.
7. Choose your preferred event type from the available options.
8. Enter the event name, description, and location (e.g., Zoom, phone call, or physical location).
9. Click 'Continue' to save your event type settings and proceed.
10. Once your event type is set up, click the link icon to copy your Calendly scheduling link to share with others.
11. A confirmation notification appears to confirm the link has been successfully copied.
12. Your Calendly account is now fully set up and ready to manage appointments efficiently.