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 an appointment 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 lawyers, doctors, and other professionals who need to manage their time efficiently.

Benefits of Using Calendly

  • Automated Scheduling: No more back-and-forth emails.
  • Professional Experience: Customize your booking page to reflect your brand.
  • Reduced No-Shows: Send automatic reminders to clients.
  • Flexibility: Set up different types of events for your needs.

Step-by-Step Setup Guide

1. Initial Setup

  1. Create your account at Calendly.com.
  2. Connect your Google, Outlook, or other calendar to sync your availability.
  3. Set your time zone to avoid scheduling issues.

2. Creating Your First Event

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

3. Customizing Your Booking Page

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

Video Tutorials

FAQs

  • Is Calendly free? Yes, the free plan is sufficient for basic scheduling needs.
  • Can I use multiple event types? Yes, but this requires a paid plan.
  • Does Calendly send reminders? Yes, automatic reminders are available and customizable.
  • Can I change my availability later? Absolutely. You can update your availability anytime in your dashboard.

Support and Contact

If you need help, you can visit the Calendly Help Center or contact us for personalized assistance.

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