Calendly - Initial Setup (Video Walkthrough)

The videos below walk through the basics of creating & setting up your Calendly account. Let's get started! 

TEXT WALKTHROUGH

Step 1: Creating an account

• Head to calendly.com & sign up using your email
  • If using a Gmail account, we recommend logging in with Google (this will save a step in the calendar integration later)
• Create your custom Calendly URL
• Connect your calendar (if you didn't login with google)
• Set your general availability 
  • You can further customize your availability later on
• Select an option on the Personalize your Experience questionnaire

Step 2: Creating/Editing Events

Step 3: Zoom Integration

Step 4: Customizing Calendly

• Check out our Advanced Customization tutorials.

Step 5: Review your Event

Congratulations, your calendly account is now set up & you are ready to start scheduling appointments! 

Other Resources

• Edit Event Name
• Editing URL
• Customize Email & Text Message Reminders
• Cancel or Reschedule an Appointment
• Calendly Pricing Page
• Calendly for Chrome
• Calendly Mobile App

If you need additional help:

Please contact your Support team:

We are happy to help :)

support@byreferralonly.com

800-950-7325 Ex 3401