To set up your Calendly scheduling page, start by logging into your Calendly account and navigating to the “Event Types” section. Click on “+ New Event Type” to create a new scheduling event. You can choose between different types of events, such as one-on-one meetings, group meetings, or round-robin meetings. Customize your event by setting details like duration, availability, location, and any required questions for attendees. You can also adjust your availability by defining the days and times you are open for meetings. Once configured, share your scheduling link with others so they can book time with you according to your set parameters.

Calendly integrates with popular calendar applications such as Google Calendar, Microsoft Outlook, and iCloud. To integrate your calendar, go to the “Calendar Connections” section in your Calendly settings and follow the instructions to connect your calendar account. This integration ensures that your availability is accurately reflected and prevents double-booking. Calendly also supports integrations with other tools like Zoom, Microsoft Teams, and Salesforce. For example, you can connect Zoom to automatically generate meeting links for scheduled events, or integrate with Salesforce to sync meeting data with your CRM. Explore the “Integrations” section in Calendly to set up these connections and enhance your scheduling workflow.

Calendly offers automation and reminder features to streamline scheduling and reduce no-shows. In your event type settings, you can set up automated email reminders and follow-ups to be sent to attendees before the meeting. These reminders can be customized to include details such as the meeting agenda or any necessary preparation. You can also configure automatic confirmations and thank-you emails to be sent after the meeting is scheduled or completed. Additionally, Calendly allows you to set up buffer times between meetings to avoid back-to-back scheduling and to include time zone adjustments to accommodate international attendees. Use these features to ensure that your scheduling process is smooth and effective.