Calendly Training Page

Calendly Training for New Clients

Learn how to make the most of Calendly to manage your appointments efficiently.

What is Calendly and Why Use It?

Calendly is a scheduling tool designed to simplify your workflow. It allows clients to book appointments based on your availability, saving time and avoiding scheduling conflicts. Perfect for professionals like lawyers, doctors, and consultants who need to manage their time effectively.

Benefits of Using Calendly

  • Automated Scheduling: Eliminate back-and-forth emails.
  • Professional Look: Customize your booking page to match your brand.
  • Reduce No-Shows: Send automatic reminders to your clients.
  • Flexibility: Set up different types of events to suit your needs.

Step-by-Step Setup Guide

1. Initial Setup

  1. Create your account on Calendly.com.
  2. Connect your calendar (Google, Outlook, etc.) to sync your availability.
  3. Set your time zone to avoid scheduling issues.

2. Creating Your First Event

  1. Click on "New Event" in your dashboard.
  2. Define the event name, duration, and available times.
  3. Add a description to inform clients about the purpose of the meeting.

3. Customizing Your Booking Page

  • Add your logo and adjust the colors (available on paid plans).
  • Set up a personalized welcome message for clients.
  • Configure automatic email or SMS reminders.

Video Tutorials

FAQs

  • Is Calendly free? Yes, the free plan is great for basic scheduling needs.
  • Can I create multiple event types? Yes, but you’ll need a paid plan.
  • Does Calendly send reminders? Yes, you can configure automatic reminders via email and SMS.
  • Can I change my availability later? Absolutely. You can update your availability anytime from your dashboard.

Support and Contact

If you need assistance, visit the Calendly Help Center or reach out for personalized support.

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