How to use Calendly for Beginners (Complete 2024 Tutorial)

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Calendly helps you save time with setting up meetings and bookings in so many ways. But how do you create and edit event types so you can get the most out of Calendly? In this video, Scott Friesen shows you everything you need to know so you can use Calendy for scheduling meetings with confidence.

00:00 Calendly account settings
00:21 Profile picture & name
00:43 Account branding & logo
01:04 Calendar sync & connect
02:50 Availability & schedules
07:57 Create a new event type
10:01 Add name, duration & location
13:08 Event description & instructions
13:49 Hosts & invitees
14:29 Scheduling settings
16:27 Hours & calendar settings
18:15 Event limits & buffer time
19:30 Minimum notice
20:22 Daily limit
21:06 Time zone display
21:51 Start time increments
22:51 Booking page options
23:43 Booking form questions
25:23 Collect payments
25:56 Confirmation page
26:48 Communications & reminders
27:07 Calendar invitation
28:55 Email confirmation
30:01 Email reminders
31:48 Email follow-up
32:40 Sharing your event type

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ABOUT SCOTT:
Scott has spent over a decade helping people to simplify their technology so they can be more productive and enjoy less stress. It’s his mission to help small business owners get the most out of their software and their workday.

#simpletivity #calendly #schedule
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Best Calendly tutorial on YouTube. Trust me I have watched too many before I found this one!

momofmanyjewels
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Great tutorial. Thank you so much, Scott

geraldrichards
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this is the best calendly tutorial I came across. simple and succinct. thank you

katherineokoroafor
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This video was SO. WELL. DONE. Thank you Scott!

thomashixson
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Really simplicity. There are few videos that can explain the functionality of the platform better than the developers do, thank you dude. Like!

AndriiVelychko
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Amazing! It's straight to the point, easy to understand and fun to watch. I went from having little to no idea about Calendly to becoming comfortable and familiar with each feature of the amazing app in just 35 mins. Thanks a lot!

darkdiamondss
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Thank you so much, this is so valuable

sdogboe
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Thanks for creating this tutorial; I'm sharing it w/my coaching team!

chuckwilson
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The Best tutorial ever. Thank you <3 Thank you <3 <3

ninaninaa
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One of my favorite features is the "one time link" through the Calendly chrome extension.

MrGenerous_
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So we have to then share that link with anyone who wants to schedule a meeting!

MuhammadUmer-lt
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Hi, thank you for the super helpful and clear tutorial. 2 questions: (1) I have multiple iCloud calendars with my husband and kids, which I can easily add to avoid conflicts. However, sometimes I put events in that I'm actually free on and can do meetings during those times (e.g. my husband is taking the kids to a class, I'm available but it's in the calendar just so that I know). Does Calendly take into account the "free" / "busy" / "tentative"... options to know that I'm available if the event is showing as "free"? (2) Do you have any advice on buffers for travel time between in person events? Now that Zoom and in-person are both very relevant options, it's hard to create a one-size-fits-all option for buffers before and after... Thanks!

JoannaLandauConsulting
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What should I do if I want to give clients the option to choose the amount of time they wan't to book for a consulting call? I'm trying to charge a dollar a minute and want to give people the option to book between 15, 30, 45, to 60 minutes and have them choose how much money & time they want to invest

goobstersroom
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I own a Driving School. I need to schedule my students driving test myself, because before I can test them they have to meet certain criteria. Can I make the appointments.

EsterHicks-me
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I book myself for my direct sales company. Is it possible to book two hostesses at the same time and let them invite their guests?

CherylDelang
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I didn't understand the last half of the session

MoffatMike