Calendly User Guide - Initial Setup

Overview

This guide walks you through the steps required to set up your Calendly account for the first time. Follow all steps carefully to ensure your account is connected and configured correctly.

Who This Is For: All reps.

Before You Begin

Make sure you have access to your company email, since your Calendly invite will be sent there. You will need a Chrome browser to complete setup.

If this is not your initial set up, use the How to Connect/Reconnect Calendly guide.

Step-by-Step Instructions

Step 1: Locate Your Calendly Invite

Find the staff Calendly invite in your company email and click on it to get started. You will be prompted to accept the invite.

Alternatively, you can go directly to Calendly.com to sign in.

Step 2: Sign In to Calendly

A terms and conditions screen may appear. Click "I Agree" to move forward.

Step 3: Identify Your Role

Select the option that best describes your role. This helps Calendly set up your first scheduling link. Click "Next" to continue.

Step 4: Connect Your Calendar

Choose the calendar you want Calendly to check for existing events. Click "Connect" on Outlook Calendar.

Confirm how your calendar will be used to check for conflicts and add new events, then click "Next."

If prompted, select your Microsoft account to finish linking your calendar.

Step 5: Set Up Your Availability

Set your weekly hours and select the correct time zone. Click "Next" when finished.

Step 6: Choose How You'll Meet

Set a meeting location for your first scheduling link (for example, phone call, Zoom, or in-person). You can always change this later. Click "Continue" to finish setup.

Once you click Continue, your Calendly account is fully set up and ready to use.

Best Practices

• Double-check that the correct calendar (Outlook) is connected and syncing properly.
• Verify your time zone is set correctly to avoid scheduling errors.
• Review your availability settings regularly and update them as your schedule changes.
• If you are unsure about any setting, check with your manager before finalizing setup.

Daily Login video

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.