To set up event types, log in to your Calendly account and navigate to the “Event Types” section. Click on “+ New Event Type” and choose from options like “One-on-One,” “Group,” or “Collective.” Customize the event details such as the name, duration, and location (e.g., in-person, Zoom). Define your availability by selecting specific days and times when you are free for meetings. You can also add custom questions to gather information from invitees and set up reminders and follow-ups. Save your event type to generate a unique scheduling link that you can share with others.

To integrate Calendly with your calendar, go to the “Calendar Connections” section in your Calendly account settings. Choose the calendar service you use (e.g., Google Calendar, Microsoft Outlook) and follow the prompts to authorize the connection. This integration allows Calendly to automatically check your availability and prevent double bookings by syncing your events and appointments with your Calendly schedule. You can also set up multiple calendar integrations if needed, to manage different calendars or accounts.

To customize notifications and reminders, open the event type you want to modify and click on “Notifications and Cancellation Policies.” Here, you can set up email and SMS notifications for both you and your invitees. Customize the timing of these notifications (e.g., 15 minutes before, 1 day before) and edit the message content to include specific details or instructions. You can also configure cancellation policies and rescheduling options to ensure that both parties are informed and can manage their appointments effectively.