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Book a Meeting with Calendly

Learn how to create an event, set your availability, and book a meeting with the scheduling tool Calendly in minutes.
February 24, 2024
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In today's fast-paced world, scheduling meetings with multiple parties can be daunting. Fortunately, Calendly offers an easy-to-use solution to this problem. In this blog post, we'll dive into Calendly and how you can use it to book a meeting seamlessly.

What is Calendly?

Calendly is an online scheduling tool that allows you to schedule meetings with others quickly and easily. It integrates with your calendar, so you don't have to worry about double-booking or conflicting schedules. In addition, Calendly offers a range of features that make scheduling meetings a breeze, including the ability to set your availability, add custom questions to your invitations, and even collect payments for appointments.

Getting Started with Calendly

Screenshot of Calendly homepage where you can enter your email to sign up.

To start with Calendly, you must sign up for an account on their website. Once you've signed up, you can link your calendar to Calendly to see when you're available. Calendly supports various calendars, including Google Calendar, Office 365, and Outlook.

Creating an Event

Screenshot of the My Calendly account where I've put a red box over the blue button "Create" which you would click to create a Calendly event.

Once you've linked your calendar to Calendly, you can start creating events. Events are the types of meetings you want to schedule, such as phone calls, video conferences, or in-person meetings. You can customize each event to include specific details, such as a description, duration, location, and even a custom logo.

Setting Your Availability

Screenshot of the edit one-on-one event type in calendly where I have a red box around "When can people book this event?" where you can customize your availability.

After creating your event, you'll need to set your availability. Calendly makes it easy to set your availability by allowing you to choose specific times and dates when you're available to meet. You can also set your availability for recurring events, such as weekly team meetings or monthly client check-ins.

Sharing Your Calendly Link

Screenshot of my calendly homepage where I have a red box around the "Share" button which they can click to get the URL to put in emails to clients.

Once you've set your availability, it's time to share your Calendly link with the people you want to schedule a meeting with. You can share your link in various ways, such as via email, social media, or by embedding it on your website. Then, when someone clicks on your Calendly link, they can see your availability and schedule a meeting with you.

Customizing Your Invitations

Screenshot of my edit one-on-one event type in calendly where I have red boxes around invitee questions where they can customize questions in the invite and collect payments where they can add their payment methods so they can charge when people book them.

Calendly allows you to customize your invitations by adding custom questions. For example, if you're scheduling a sales call, you can ask the person to provide more information about their business or specific needs. You can also collect payments through Calendly for appointments, making charging for consulting services or coaching sessions easy.

Conclusion

In conclusion, Calendly is an excellent tool for anyone who needs to schedule meetings quickly and easily. It offers a range of features that make scheduling meetings a breeze, including the ability to set your availability, customize your invitations, and even collect appointment payments. So if you're tired of back-and-forth emails and phone calls trying to schedule a meeting, try Calendly. You won't be disappointed!

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