Calendly - Set up your first event

Summary:

This guide provides step-by-step instructions for setting up and customizing a Calendly event for scheduling meetings.

Key Steps:

• Begin by naming your event and optionally adding a description so invitees can identify it on the scheduling page.
• Set up the event's location (e.g., in-person, phone call, or video conference) and save the details.
• Customize the availability for the event, including date ranges (e.g., rolling, specific dates, or indefinitely) and times.
• Choose or modify an event template and optionally customize additional settings like reminders, invitee questions, or event caps.
• Preview what guests will see on your event page, adjust any preferences, and ensure details are accurate.
• Share your event link or embed a scheduling interface in emails for easy booking by invitees.
• Use advanced features for further automation, such as sending reminders or collecting payments.

Notes:

This guide assumes users have an existing Calendly account to access and edit event templates. Additional external help articles are referenced for in-depth customization options.