Once you have created your account, follow the instructions to set up your appointment.

Choose the type of appointment, how long you would like the appointment to be and the days/times you are available.

Tips – Allow 30-minute or 1-hour appointments. Have at least one evening a week available for appointments after typical working hours. In Location settings, add both Phone calls and Zoom/Teams, this will provide the prospect with conferencing details after booking.

To make sure clients cannot book a time when you already have something in your diary:
• Select Integrations & apps
• Select Calendars
• Select Outlook Calendar
• Follow the instructions to add your Outlook calendar account

This will sync your Calendly bookings with your Outlook calendar.

This will provide the prospect with conferencing details after booking.

Select Integrations & apps
Select Zoom or Microsoft Teams Conferencing
Follow the instructions to add your account

Once your account is set up, go to your main Calendly booking page.

You will see a Copy link button.

Click Copy link to copy your personal Calendly booking link.

You can then send this link to your clients so they can choose a suitable appointment time.

Your link will look something like this:

https://calendly.com/amie-pl/clientsuccess

Your own link will be different.

You can now send your Calendly link to clients whenever you need them to book an appointment.

If you have any problems setting up your account or connecting your Outlook calendar, we are more than happy to help.