Calendly: The Ultimate Guide to Efficient Scheduling

Maximize scheduling efficiency with Calendly's power.

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Level: 
All levels
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Videos: 
34
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Length: 
3hr 19min

Whether you're a busy entrepreneur, a sales professional, or anyone scheduling appointments and meetings, this course will guide you in maximizing productivity with Calendly.

What you'll learn:

  • How to use Calendly for easy scheduling of appointments and meetings.
  • Creating various event types and customizing them to suit your needs.
  • Customizing your Calendly scheduling page and event types for specific requirements.
  • Exploring advanced features like integrations, pre-populating fields, and using routing forms.
  • Best practices for improving scheduling and productivity skills.

Course materials:

  • High-quality video lectures covering key Calendly features and best practices.
  • Downloadable resources like checklists and templates.
  • Optional email support for questions and interaction.

Requirements:

  • Valid email address and a calendar application (Google Calendar, Outlook, or Apple Calendar) to connect to Calendly.
  • Calendly is free, but some advanced features may require a paid subscription.
  • Some lessons may need additional software or subscriptions (Zoom, Google Meet, PayPal, Stripe) to fully utilize Calendly's advanced features.

Audience:

  • Solopreneurs or team members looking to streamline scheduling and boost productivity.
  • Anyone wanting to automate scheduling processes and save time.
  • Whether you're new or experienced with Calendly, this course provides valuable tips and best practices, including advanced features and integrations.

Module 1 - Introduction to Calendly

Explore Calendly's essential features and benefits.

1. Understanding Calendly's key features and benefits

Explore what Calendly offers to simplify scheduling and boost your time management.

4 min

2. Choosing the right Calendly plan

Explore the different subscription options and choose e package that best suits your needs.

4 min

3. Setting up your Calendly account

Get started with Calendly, from creating your account to adjusting essential settings.

10 min

Module 2: Event creation and management

Efficient management of different appointment types for optimal scheduling.

4. Customizing your Calendly scheduling page

Learn to personalize your scheduling page to match your brand and make a professional impression.

7 min

5. Types of events in Calendly

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7 min

6. Creating one-on-one meetings

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7 min

7. Creating group meetings

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7 min

8 Files & resources

Browse all the links and downloads mentioned in the course. If you would like us to include any other resource, please let us know in the Community group.