How to Use Calendly to Schedule Meetings

Joseph Lee
Vimal Kumar
October 11, 2024

How to Use Calendly to Schedule Meetings

What is Calendly?

Calendly is a scheduling tool that simplifies the process of arranging meetings by eliminating the back-and-forth emails typically involved in setting a time and date. With Calendly, users can share their availability and let others book a meeting slot that works for them. Learn more about their features on the Calendly website.

Calendly Screenshot

Who is Calendly best suited for?

Calendly is best suited for a variety of professionals, including Sales teams who need a streamlined way to book meetings with clients and prospects. It is also beneficial for customer success teams looking to organize check-in calls and for marketing professionals setting up interviews or demonstrations. By automating the scheduling process, it saves time and minimizes scheduling conflicts.

How to Use Calendly to Schedule Meetings

Common FAQs on How to Use Calendly to Schedule Meetings

How do I create an event in Calendly?

To create an event, log into your Calendly account, navigate to "Event Types," and click on "Create" to set up a new event with details like name, location, and time settings.

Can I integrate Calendly with my calendar?

Yes, you can integrate Calendly with several calendars such as Google Calendar, Microsoft Outlook, and Apple iCloud to automatically update and manage your schedule.

How do I share my Calendly link?

You can share your Calendly link by copying the URL from the "Share Your Link" section in your dashboard and sending it via email or embedding it on your website.

Is it possible to customize the availability for each event type?

Yes, when setting up an event type, you can customize your availability by selecting specific days and times you're available for meetings, ensuring they align with your schedule.

How can I handle cancellations and rescheduling in Calendly?

Calendly sends notifications for cancellations and allows invitees to reschedule using their confirmation email. You can set these options in the event type's settings.

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Solutions Consulting Director

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