7 Calendly Settings Every User Should Know!

Calendly makes booking appointments and scheduling clients so easy. But to get the most out of this calendaring app, you need to edit the right settings. In this video, Scott Friesen shows you what settings to change and review so you can make your bookings better for both yourself and your invitees.

00:00 Editing your event settings
00:35 Days out invitees can schedule
01:39 Adding buffer time between meetings
03:13 Minumum time before an event can be scheduled
04:37 Limit number of events per day
06:13 Add custom questions
08:21 Add your logo to the booking page
10:01 Add times directly to an email

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Let's Connect!

Scott Friesen is a productivity specialist and founder of Simpletivity training and consulting. He is also a prolific public speaker, workshop leader, and time management coach.

#simpletivity #calendly #booking

[paulfoden]

Great job, Scott. Extremely helpful. Many thanks for all your work.

[andrewlarcombe]

That was awesome and yes, you definitely saved the best 'till last! Thank you

[bpcdunne]

Thanks a million, it was that link at the bottom of the page I couldn't see beforehand!

[TheRealTerryRust]

That was amazing and so helpful. Thank you so much for sharing

[bonitaowens]

Thanks so much for the Google Chrome extension tip! That was golden!!

[atmaayurvedawithsusanpulle]

Last 2 tips were very helpful, thanks!

[vanessaredford]

Such an awesome video! Thank you for sharing 🙂

[NaturalMentalHealthTreatments]

Thanks I had overlooked the 'How many appointments per day' limit.

[VictoriaCordova-de]

How do you set up reoccurring appts? For example, if a client wants to set-up every Tuesday @ 2pm for the next three weeks. TY!!

[bigeasytravel]

So, if my time zone is CST and zoom meetings are in PST which time zone should I schedule on Calendly?

[NaturalMentalHealthTreatments]

Please do and explain a video about taking fees for consultations.
I've managed to link both Stripe and PayPal to buy currently but where I'm still stuck is how do I set up rules for issuing say a full refund if people cancel more than two days before the event but only a partial refund if people cancel at short notice or miss the appointment, can we set that up? How would you do that?

Is there any way I can set up a limit on the number of times a person can reschedule an appointment that they paid for?

Can you set it up so people can't cancel the payment say after 24 hours before the event?

Thanks anyway for this video, I gained a couple of practical tips.

[AmySatori]

Hi, Scott. Thank you for this video. I offer 20 or 45 minute sessions Tuesdays and Wednesdays. I believe you said something about combining the events. Is that possible or do I have to do 20 minute sessions on one day and 45 minutes on another day?

[deeppeace]

When I do a date override it DOES NOT show up on the calendar!!!

[scottthele]

I am trying to send a meeting confirmation to a third party. So Guest and Host settings are pretty straight forward, but if I want to let another person know, I don't see where I can customize a workflow to make it happen.

[rickdilsavor]

After a potential client leaves my site & goes to the calendly site to book an appointment, how do I get them back to my site?

[naomifindlay]

Can I share the availability of my calendar as preview only and not allow people to book?

[tameckaadell]

Thank you for this video walk thru. The email insert was a new tip for me...and I'm looking forward to using it. Do you have any content on whether to embed Calendly into your website or have a redirect that takes people away from your website to schedule their appointment time?

[michellegerardo]

I am new to Calendly and I can’t don’t know why I’m not being notified when a client schedules a call or zoom call. Am I supposed to send the link to them via email or text?

[triptisharma]

How to give option to client to suggest alternate time ( can me through message / email ) if my schedule visible is not suiting you client.
Or they can leave a comment that time is not suitable.

[peterdoyle]

Great content thank you. I have a meeting set up with the first meeting being taken and then cancelled. The time in Calendly has disappeared on booking, but has not reappeared once cancelled - can I fix this?