First Time Setup of Calendly is fairly straight forward if you have some examples to refer to. It also beneficial to really understand what free gives vs the paid versions of Calendly. For those that don’t know Calendly. It’s a link typically embedded into someone’s email signature for scheduling calendar times. Your availabilty is tied into your Gsuite, Exchange or Office 365 setup. You specify the dates and times available and your calendar collaboration system automatically block off time for when you are not available. We have provided a Calendly guide to setup plus some quick link resources. Please note: The support they offer is really top notch via email. Do not be afraid to use it.
Quick Resources:
First time Setup:
Want to Re-Establish Setup?
Calendly Support
https://help.calendly.com/hc/en-us/requests/new
Our support team provided a couple compare and contrast examples of what Calendly features. Check out the pricing followed by the examples below.
Calendly Example #1 – Premium Plan
Calendly Example #2 – Free Plan – No Branding
https://calendy.com/acme Takes you to a multiple options page but is an extra step or page if you wish to continue using free. Grab the more direct link for skipping that extra step. See Scheduling Page options for more details.
Scheduling Page – My Calendly
https://calendly.com/event_types/user/me
Add the specific event type link to your email signature instead of your general user link.
Edit One on One Event Type
Event Duration Page
This page is critical for setting up available dates and times for appointments. There are a lot of cool premium options below this page but that comes at an additional cost.
First Time Setup of Calendly & Re-establish settings Support Summary
As with any freemium product. You get what you paid for. However, the free version is not too shabby.
