How to use Calendly

Lindsey Bly
|
28 steps
|
2 minutes

Calendly

Google Account

Calendly is an incredibly useful tool and can save you -- and anyone scheduling meetings with you -- hours of back and forth finding a time that "works for everyone". At Scribe, we use Calendly to schedule time with customers, prospects and even recruiting candidates. It's important for us that our Calendly reflects both our personal and company brands. Here are a few steps to take to setup Calendly and personalize your account.

Add a photo and welcome message to Calendly

In many cases, your Calendly page is the first interaction customers, teammates and partners have with you and your company. Be sure to personalize your Calendly to reflect your brand!

Navigate to [https://calendly.com/event_types/user/me](https://calendly.com/event_types/user/me)

Click "Account"

Click Account Settings.

First you'll want to add a photo to Calendly. Under Account Settings, click "Upload Picture"

Add a photo from your desktop and click "Apply"

Next - Personalize your Calendly Welcome Message to give more context about why someone would schedule a meeting and get them excited to talk with you. Just scroll down to Welcome Message and edit.

Click "Save Changes"

Add a logo to Calendly

Adding your profile to your Calendly page clearly aligns you with your company. Under Account Settings, Click "Branding"

Click "Upload Image".

Select your logo file from your desktop, adjust the crop area and click "Apply"

Click "Save Changes"

Customize your Calendly link

Customizing your Calendly link makes it super easy to remember so you can quickly add it to emails, chats and texts.

Click "My link"

Click this text field and add your custom link.

Click "Save Changes"

Sync Calendly to Google Calendar

Navigate to [https://calendly.com/app/calendar_connections](https://calendly.com/app/calendar_connections)

Click "Connect"

Select the account you want to connect to.

Click Allow.

Set your availability in Calendly

Calendly reads your calendar to determine when you're available. If you already have a meeting scheduled, it won't allow anyone to schedule a meeting during that time. However, you may want to preserve your calendar and prevent anyone from scheduling a meeting at 5 PM on Friday :). Here's how.

Click "Availability"

Adjust the availability ranges to whatever works best for you.

Add an event type in Calendly

With upgraded Calendly accounts, you have the option to set different event types. This might be different durations, meeting sizes (individual vs. group) or locations. This example shows how to set a basic Calendly meeting type for a one on one.

On your home page ("My Calendly"), select "New Event Type".

Click "Create"

Click the "Event name *" field.

Add a meeting name.

Be sure to add a location!

I've already set up my Calendly to integrate with Zoom. If you have done that yet, here's a Scribe on how to integrate Zoom and Calendly [https://scribehow.com/shared/How_to_add_Zoom_to_Calendly__PNpK2qW0RlO_JknvsU8mTw](https://scribehow.com/shared/How_to_add_Zoom_to_Calendly__PNpK2qW0RlO_JknvsU8mTw)

You're all set to start scheduling! You can send anyone you want to schedule time with the Calendly link you created above!

Want to become a Calendly pro? Be sure to check out the Scribe on How to Integrate Zoom and Calendly [https://scribehow.com/shared/How_to_add_Zoom_to_Calendly__PNpK2qW0RlO_JknvsU8mTw](https://scribehow.com/shared/How_to_add_Zoom_to_Calendly__PNpK2qW0RlO_JknvsU8mTw)

Click "Next"