Learn how Calendly makes scheduling simple in just a few steps.
Marilyn Mead
Jul 15, 2024
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Whether you’re setting up one-on-one interviews or distributing discovery calls across your sales team, Calendly makes scheduling external meetings a breeze.
You and your team can spend less time on admin tasks, and more time focusing on what matters — connecting with the right people, building relationships, and meeting your goals. Plus, your clients, prospects, and candidates will love the simple, professional scheduling experience.
But how does Calendly’s scheduling software work?
Here’s everything you need to know to get started with Calendly.
Already a Calendly user? Learn how to set up your Calendly account and booking page with the Getting Started Guide in our Help Center.
Don’t have a Calendly account? Sign up for free !
Calendly creates a booking page people can use to schedule meetings with you.
You connect your work and/or personal calendar(s) to Calendly and set your available hours . Calendly uses this info to show your available meeting times. (No one can see the details of your whole calendar — Calendly only shows the times you’re available.)
When you share your Calendly booking page, invitees — aka your clients, prospects, colleagues, or anyone else who wants to book a meeting with you — can quickly see when you're available. Available times will automatically be shown in invitees’ time zones, so nobody has to do mental math.
Invitees choose their preferred time and, in less than a minute, your meeting is scheduled! No more back-and-forth via email or playing phone tag to find a time that works for everyone.
Scheduled meetings are automatically published to your connected calendar. No admin work needed.
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Connecting both work and personal calendars to your Calendly account means you’re never double-booked over professional meetings or personal obligations (or vacations!). Calendly's free plan lets you connect one calendar to your account. Users on all paid plans can connect up to six calendars.
Recruiter at Bynder
Think of Event Types as meeting templates that you'll use over and over again. Any external meeting that you host regularly is a good candidate for an Event Type. Your Event Type could be objective-based, like a sales discovery call or hiring manager interview, or it could be time-based, like a flexible 30-minute meeting.
When you first set up an Event Type, you’ll add basic meeting details like the event name, duration, and location, so you don't have to manually enter them for every new event. You can also set how many days into the future invitees can schedule, add buffer time before or after meetings, set the minimum notice required before an event, and more.
Calendly will automatically create your first Event Type for you, so all you need to do is customize it!
The Calendly browser extension for Chrome, Outlook, Edge, and Firefox makes it super simple to share your scheduling link wherever you work, without having to jump between tabs or apps. In just a few clicks, you can share your scheduling link or add your available times in Gmail, Outlook, LinkedIn messages, social media, or anywhere else on the web.
However you choose to share, include a thoughtful invitation to schedule , and watch the meetings flow in.
Head of Customer Advocacy, Product Marketing at ClickUp
More than 20 million people use Calendly to save time and simplify scheduling. Ready to join them? Sign up for free today and start booking meetings in just a few steps.
We’ve walked through the basics, but there’s more to discover when it comes to saving time and hosting better meetings with Calendly:
… and much more. We can’t wait for you to explore it all. Happy scheduling!
Ready to make scheduling easier than ever?
