Calendly - Initial Setup Walkthrough

This article reviews the basics of creating  your Calendly account. Let's get started! 

VIDEO WALKTHROUGH

Create an account 

• Head to calendly.com & click "Get Started" to 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)

Initial Setup

Step 1: Create your Calendly URL

Step 2: Connect your Calendar

Step 3: Set your availability 

• You can further customize your availability later on

Step 4: Go into Account Settings

Step 5: Add picture & welcome message

Step 6: Add logo & turn off Calendly branding

Congratulations! Your Calendly account is now set up. 

Check out the articles below to set up Zoom integration, create events & more. 

Integrate Calendly with Zoom

Create & Edit Events

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