Learn how to set up Calendly - New 2026 Update !

The lesson will discuss on the process of creating One-on-One events .The first two sections of the setup are discussed. You will also see how to set up your availability within the meeting. The Additional Options will be discussed separately.

In this lesson you will understand how to setup the first part of Group Events .The Additional options will be discussed in the lessons below.

This lesson helps you to understand the process of setting up collective events .The Additional options will be discussed in the coming lessons.

This lesson explains how to create Invitee questions. After this you will be able to create a form that collects information when clients book with you.

This lesson helps you to create automation that sends texts or emails to invitees/hosts  when the requirements of a trigger are fulfilled. You will be able to make use of templates or create your own workflows from scratch.

Going through this lesson will help you know how to set up notifications using the Notification & Cancellation policy section .This function will be phased out in the future.

This lessons provides more information on the confirmation page and optional links

This video will help you add descriptions to your booking page.This is a useful function if you want to communicate with the attendee/client about important information before they book.

This lecture helps you understand how to limit the number of meeting you can have in a specified period of time and creating buffers between events

This lecture explains how you can book over existing or stop that from happening without causing havoc on your schedule.

Have you ever wanted to qualify your leads,collect information and direct them to the correct meeting.This lecture will show you how to use this powerful feature.

Meeting polls help you to get consensus from your team on the best time to meet.Learn from this lecture how to fully utilize this tool.

This lecture will helpm explain how to create different time schedules and how to apply them to different events.

This lecture shows you how to block off holidays in one go.

You will learn how to add google or any other calender and sync it to your Calendly Schedule.

This lecture explains how to add logos, remove calendly branding and how to apply logos to the entire company.

The main link for your account and the link for your events can be changed.Watch this lecture to see how.

Concluding Remarks

When you are in an organization and you want to manage the  use of a large number of events in different user accounts .This lecture will help you learn how to impliment uniformity over an organization's events.

When you are in an organization and you want to manage the  use of a large number of workflows in different user accounts .This lecture will help you learn how to impliment uniformity over an organization's events.

You will learn how to connect your zoom account in this lesson

After going through this lessons ,you will see the principles of how to embed Calendly.So into your website. There examples are based on WordPress but the principles are the  other content management systems .I have added resources that will help when embedding Calendly to a website.

You will able to make use of the following functions in Calendly

1.Delete meetings

2.Rearrange meetings

3.Internal note

4.Turn meetings On/Off

This lesson will help you to learn how to build emails using the native email builder in Calendly. These emails will be used in your workflows to send premade emails for confirmation, reminders ,cancellation notifications etc.

This lesson explains the type of events that can be made in Calendly.After this lesson you will be able to know which event to use for different situations.