SlideShare a Scribd company logo
How to Use
A Simple Guide
1
Joan Palapar
2How to Use Calendly © 2018 Joan Palapar
What is
Calendly?
3How to Use Calendly © 2018 Joan Palapar
Have you
experienced
booking an
appointment?
4How to Use Calendly © 2018 Joan Palapar
Calling or emailing back and forth is
very tiresome.
5How to Use Calendly © 2018 Joan Palapar
It takes more time to set a schedule
6How to Use Calendly © 2018 Joan Palapar
than the meeting itself.
7How to Use Calendly © 2018 Joan Palapar
This is where
Calendly is
very useful.
8How to Use Calendly © 2018 Joan Palapar
Calendly is an easy-to-
use scheduling
solution
9How to Use Calendly © 2018 Joan Palapar
that can help you
save time
10How to Use Calendly © 2018 Joan Palapar
and increase your
productivity.
11How to Use Calendly © 2018 Joan Palapar
Though not a free app,
it’s designed for
organizations
12How to Use Calendly © 2018 Joan Palapar
that prioritizes
productivity
13How to Use Calendly © 2018 Joan Palapar
and results more than
anything else.
14How to Use Calendly © 2018 Joan Palapar
Let’s start to use
Calendly.
15How to Use Calendly © 2018 Joan Palapar
Go to your browser.
16How to Use Calendly © 2018 Joan Palapar
On the address bar,
type this
17How to Use Calendly © 2018 Joan Palapar
Press Enter
18How to Use Calendly © 2018 Joan Palapar
This screen appears
19How to Use Calendly © 2018 Joan Palapar
Get to know
Calendly’s
homepage.
20How to Use Calendly © 2018 Joan Palapar
Look at this area
21How to Use Calendly © 2018 Joan Palapar
Click Features to know more
about Calendly
22How to Use Calendly © 2018 Joan Palapar
Click Pricing to see the
subscription rates
23How to Use Calendly © 2018 Joan Palapar
Click Integration and you will
see this
24How to Use Calendly © 2018 Joan Palapar
Scrolling down you will read
more info
25How to Use Calendly © 2018 Joan Palapar
scroll some more
26How to Use Calendly © 2018 Joan Palapar
Hover over Customer Stories
27How to Use Calendly © 2018 Joan Palapar
and a drop down menu will
appear
28How to Use Calendly © 2018 Joan Palapar
that contains clients’
testimonials
29How to Use Calendly © 2018 Joan Palapar
Click For Teams
30How to Use Calendly © 2018 Joan Palapar
and you’re directed to a
contact form.
31How to Use Calendly © 2018 Joan Palapar
How to sign up for an
account using Gmail.
32How to Use Calendly © 2018 Joan Palapar
Go back to the homepage
33How to Use Calendly © 2018 Joan Palapar
Click Sign Up
34How to Use Calendly © 2018 Joan Palapar
Sign up for a 14-day trial.
35How to Use Calendly © 2018 Joan Palapar
Type your email address here
36How to Use Calendly © 2018 Joan Palapar
and hit Get Started
37How to Use Calendly © 2018 Joan Palapar
This screen appears
38How to Use Calendly © 2018 Joan Palapar
Click here
39How to Use Calendly © 2018 Joan Palapar
Then the Google Login page
will appear
40How to Use Calendly © 2018 Joan Palapar
Choose an account that you
want connected
41How to Use Calendly © 2018 Joan Palapar
then this screen appears
42How to Use Calendly © 2018 Joan Palapar
Click Allow
43How to Use Calendly © 2018 Joan Palapar
Then Calendly’s settings
page appears
44How to Use Calendly © 2018 Joan Palapar
Modify a few settings
45How to Use Calendly © 2018 Joan Palapar
like your username
46How to Use Calendly © 2018 Joan Palapar
your timezone
47How to Use Calendly © 2018 Joan Palapar
and your preferred
language.
48How to Use Calendly © 2018 Joan Palapar
Click Next
49How to Use Calendly © 2018 Joan Palapar
You are now in the main
dashboard.
50How to Use Calendly © 2018 Joan Palapar
Click here
51How to Use Calendly © 2018 Joan Palapar
The Quick Start Guide
52How to Use Calendly © 2018 Joan Palapar
This screen appears
53How to Use Calendly © 2018 Joan Palapar
Read up!
54How to Use Calendly © 2018 Joan Palapar
How to set up your
calendar
55How to Use Calendly © 2018 Joan Palapar
Go to your main
dashboard
56How to Use Calendly © 2018 Joan Palapar
To see your personal
scheduling link
57How to Use Calendly © 2018 Joan Palapar
click the drop down
arrow here
58How to Use Calendly © 2018 Joan Palapar
then a menu will appear
59How to Use Calendly © 2018 Joan Palapar
a closer look at
the menu
60How to Use Calendly © 2018 Joan Palapar
click calendar
connection
61How to Use Calendly © 2018 Joan Palapar
this screen will appear
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
62How to Use Calendly © 2018 Joan Palapar
on the left side are the
calendars
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
63How to Use Calendly © 2018 Joan Palapar
that you want Calendly to
check
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
64How to Use Calendly © 2018 Joan Palapar
to avoid schedule conflicts
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
65How to Use Calendly © 2018 Joan Palapar
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
You can check all the
boxes
66How to Use Calendly © 2018 Joan Palapar
or not.
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
67How to Use Calendly © 2018 Joan Palapar
Click Save changes
joanabc@gmail.com
joanabc@gmail.comjoanabc@gmail.com
68How to Use Calendly © 2018 Joan Palapar
How to get your
scheduling link
69How to Use Calendly © 2018 Joan Palapar
Go to your main
dashboard
70How to Use Calendly © 2018 Joan Palapar
Click again the drop
down arrow
71How to Use Calendly © 2018 Joan Palapar
select Share Your Link
72How to Use Calendly © 2018 Joan Palapar
this box will
appear.
73How to Use Calendly © 2018 Joan Palapar
There are
three ways1
2
3
74How to Use Calendly © 2018 Joan Palapar
to share your
scheduling link
75How to Use Calendly © 2018 Joan Palapar
First, copy
your link.
76How to Use Calendly © 2018 Joan Palapar
Click here to
copy link
77How to Use Calendly © 2018 Joan Palapar
and paste it
as part of an
email text.
78How to Use Calendly © 2018 Joan Palapar
Second, send
your link
directly
79How to Use Calendly © 2018 Joan Palapar
Just click this
80How to Use Calendly © 2018 Joan Palapar
and your
Outlook or
Office 365 will
open.
81How to Use Calendly © 2018 Joan Palapar
Third option is
to Embed your
link
82How to Use Calendly © 2018 Joan Palapar
on your
website
83How to Use Calendly © 2018 Joan Palapar
so that visitors
of your
website
84How to Use Calendly © 2018 Joan Palapar
can directly
book a
schedule with
you.
85How to Use Calendly © 2018 Joan Palapar
When clients
click your
scheduling link,
86How to Use Calendly © 2018 Joan Palapar
This is how their screen
appears
87How to Use Calendly © 2018 Joan Palapar
The client chooses a
schedule
88How to Use Calendly © 2018 Joan Palapar
and fills out the details
here
89How to Use Calendly © 2018 Joan Palapar
Client clicks here
90How to Use Calendly © 2018 Joan Palapar
Then client’s screen
appears like this
91How to Use Calendly © 2018 Joan Palapar
Meanwhile, on your
dashboard,
92How to Use Calendly © 2018 Joan Palapar
The appointment appears
here
93How to Use Calendly © 2018 Joan Palapar
Click the arrow beside
Details
94How to Use Calendly © 2018 Joan Palapar
More options will appear
95How to Use Calendly © 2018 Joan Palapar
If you want to Reschedule
click here
96
How to Use Calendly © 2018 Joan Palapar
or if you want to Cancel
click here
97
How to Use Calendly © 2018 Joan Palapar
To edit Account settings
click here
98
How to Use Calendly © 2018 Joan Palapar
the account settings page
appears
99
How to Use Calendly © 2018 Joan Palapar
Click here to edit welcome
message
100
How to Use Calendly © 2018 Joan Palapar
To change Time zone
101
How to Use Calendly © 2018 Joan Palapar
Click Save changes
102
How to Use Calendly © 2018 Joan Palapar
To put a Photo click here
103
How to Use Calendly © 2018 Joan Palapar
To change your link click
here
104
How to Use Calendly © 2018 Joan Palapar
to change login account
click here
105
How to Use Calendly © 2018 Joan Palapar
to logout, click here.
106How to Use Calendly © 2018 Joan Palapar
Those are the basics
of
107How to Use Calendly © 2018 Joan Palapar
Always walk through life as if you
have something new to learn and
you will.
Vernon Howard
108How to Use Calendly © 2018 Joan Palapar
Photo Credits:
https://pixabay.com/en/work-place-office-business-
laptop-2990898/
https://pixabay.com/en/brick-brick-wall-business-
2449728/
https://pixabay.com/en/idea-competence-vision-
target-3083106/
More pixabay.com images

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How to use Calendly

  • 1. How to Use A Simple Guide 1 Joan Palapar
  • 2. 2How to Use Calendly © 2018 Joan Palapar What is Calendly?
  • 3. 3How to Use Calendly © 2018 Joan Palapar Have you experienced booking an appointment?
  • 4. 4How to Use Calendly © 2018 Joan Palapar Calling or emailing back and forth is very tiresome.
  • 5. 5How to Use Calendly © 2018 Joan Palapar It takes more time to set a schedule
  • 6. 6How to Use Calendly © 2018 Joan Palapar than the meeting itself.
  • 7. 7How to Use Calendly © 2018 Joan Palapar This is where Calendly is very useful.
  • 8. 8How to Use Calendly © 2018 Joan Palapar Calendly is an easy-to- use scheduling solution
  • 9. 9How to Use Calendly © 2018 Joan Palapar that can help you save time
  • 10. 10How to Use Calendly © 2018 Joan Palapar and increase your productivity.
  • 11. 11How to Use Calendly © 2018 Joan Palapar Though not a free app, it’s designed for organizations
  • 12. 12How to Use Calendly © 2018 Joan Palapar that prioritizes productivity
  • 13. 13How to Use Calendly © 2018 Joan Palapar and results more than anything else.
  • 14. 14How to Use Calendly © 2018 Joan Palapar Let’s start to use Calendly.
  • 15. 15How to Use Calendly © 2018 Joan Palapar Go to your browser.
  • 16. 16How to Use Calendly © 2018 Joan Palapar On the address bar, type this
  • 17. 17How to Use Calendly © 2018 Joan Palapar Press Enter
  • 18. 18How to Use Calendly © 2018 Joan Palapar This screen appears
  • 19. 19How to Use Calendly © 2018 Joan Palapar Get to know Calendly’s homepage.
  • 20. 20How to Use Calendly © 2018 Joan Palapar Look at this area
  • 21. 21How to Use Calendly © 2018 Joan Palapar Click Features to know more about Calendly
  • 22. 22How to Use Calendly © 2018 Joan Palapar Click Pricing to see the subscription rates
  • 23. 23How to Use Calendly © 2018 Joan Palapar Click Integration and you will see this
  • 24. 24How to Use Calendly © 2018 Joan Palapar Scrolling down you will read more info
  • 25. 25How to Use Calendly © 2018 Joan Palapar scroll some more
  • 26. 26How to Use Calendly © 2018 Joan Palapar Hover over Customer Stories
  • 27. 27How to Use Calendly © 2018 Joan Palapar and a drop down menu will appear
  • 28. 28How to Use Calendly © 2018 Joan Palapar that contains clients’ testimonials
  • 29. 29How to Use Calendly © 2018 Joan Palapar Click For Teams
  • 30. 30How to Use Calendly © 2018 Joan Palapar and you’re directed to a contact form.
  • 31. 31How to Use Calendly © 2018 Joan Palapar How to sign up for an account using Gmail.
  • 32. 32How to Use Calendly © 2018 Joan Palapar Go back to the homepage
  • 33. 33How to Use Calendly © 2018 Joan Palapar Click Sign Up
  • 34. 34How to Use Calendly © 2018 Joan Palapar Sign up for a 14-day trial.
  • 35. 35How to Use Calendly © 2018 Joan Palapar Type your email address here
  • 36. 36How to Use Calendly © 2018 Joan Palapar and hit Get Started
  • 37. 37How to Use Calendly © 2018 Joan Palapar This screen appears
  • 38. 38How to Use Calendly © 2018 Joan Palapar Click here
  • 39. 39How to Use Calendly © 2018 Joan Palapar Then the Google Login page will appear
  • 40. 40How to Use Calendly © 2018 Joan Palapar Choose an account that you want connected
  • 41. 41How to Use Calendly © 2018 Joan Palapar then this screen appears
  • 42. 42How to Use Calendly © 2018 Joan Palapar Click Allow
  • 43. 43How to Use Calendly © 2018 Joan Palapar Then Calendly’s settings page appears
  • 44. 44How to Use Calendly © 2018 Joan Palapar Modify a few settings
  • 45. 45How to Use Calendly © 2018 Joan Palapar like your username
  • 46. 46How to Use Calendly © 2018 Joan Palapar your timezone
  • 47. 47How to Use Calendly © 2018 Joan Palapar and your preferred language.
  • 48. 48How to Use Calendly © 2018 Joan Palapar Click Next
  • 49. 49How to Use Calendly © 2018 Joan Palapar You are now in the main dashboard.
  • 50. 50How to Use Calendly © 2018 Joan Palapar Click here
  • 51. 51How to Use Calendly © 2018 Joan Palapar The Quick Start Guide
  • 52. 52How to Use Calendly © 2018 Joan Palapar This screen appears
  • 53. 53How to Use Calendly © 2018 Joan Palapar Read up!
  • 54. 54How to Use Calendly © 2018 Joan Palapar How to set up your calendar
  • 55. 55How to Use Calendly © 2018 Joan Palapar Go to your main dashboard
  • 56. 56How to Use Calendly © 2018 Joan Palapar To see your personal scheduling link
  • 57. 57How to Use Calendly © 2018 Joan Palapar click the drop down arrow here
  • 58. 58How to Use Calendly © 2018 Joan Palapar then a menu will appear
  • 59. 59How to Use Calendly © 2018 Joan Palapar a closer look at the menu
  • 60. 60How to Use Calendly © 2018 Joan Palapar click calendar connection
  • 61. 61How to Use Calendly © 2018 Joan Palapar this screen will appear joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 62. 62How to Use Calendly © 2018 Joan Palapar on the left side are the calendars joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 63. 63How to Use Calendly © 2018 Joan Palapar that you want Calendly to check joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 64. 64How to Use Calendly © 2018 Joan Palapar to avoid schedule conflicts joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 65. 65How to Use Calendly © 2018 Joan Palapar joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com You can check all the boxes
  • 66. 66How to Use Calendly © 2018 Joan Palapar or not. joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 67. 67How to Use Calendly © 2018 Joan Palapar Click Save changes joanabc@gmail.com joanabc@gmail.comjoanabc@gmail.com
  • 68. 68How to Use Calendly © 2018 Joan Palapar How to get your scheduling link
  • 69. 69How to Use Calendly © 2018 Joan Palapar Go to your main dashboard
  • 70. 70How to Use Calendly © 2018 Joan Palapar Click again the drop down arrow
  • 71. 71How to Use Calendly © 2018 Joan Palapar select Share Your Link
  • 72. 72How to Use Calendly © 2018 Joan Palapar this box will appear.
  • 73. 73How to Use Calendly © 2018 Joan Palapar There are three ways1 2 3
  • 74. 74How to Use Calendly © 2018 Joan Palapar to share your scheduling link
  • 75. 75How to Use Calendly © 2018 Joan Palapar First, copy your link.
  • 76. 76How to Use Calendly © 2018 Joan Palapar Click here to copy link
  • 77. 77How to Use Calendly © 2018 Joan Palapar and paste it as part of an email text.
  • 78. 78How to Use Calendly © 2018 Joan Palapar Second, send your link directly
  • 79. 79How to Use Calendly © 2018 Joan Palapar Just click this
  • 80. 80How to Use Calendly © 2018 Joan Palapar and your Outlook or Office 365 will open.
  • 81. 81How to Use Calendly © 2018 Joan Palapar Third option is to Embed your link
  • 82. 82How to Use Calendly © 2018 Joan Palapar on your website
  • 83. 83How to Use Calendly © 2018 Joan Palapar so that visitors of your website
  • 84. 84How to Use Calendly © 2018 Joan Palapar can directly book a schedule with you.
  • 85. 85How to Use Calendly © 2018 Joan Palapar When clients click your scheduling link,
  • 86. 86How to Use Calendly © 2018 Joan Palapar This is how their screen appears
  • 87. 87How to Use Calendly © 2018 Joan Palapar The client chooses a schedule
  • 88. 88How to Use Calendly © 2018 Joan Palapar and fills out the details here
  • 89. 89How to Use Calendly © 2018 Joan Palapar Client clicks here
  • 90. 90How to Use Calendly © 2018 Joan Palapar Then client’s screen appears like this
  • 91. 91How to Use Calendly © 2018 Joan Palapar Meanwhile, on your dashboard,
  • 92. 92How to Use Calendly © 2018 Joan Palapar The appointment appears here
  • 93. 93How to Use Calendly © 2018 Joan Palapar Click the arrow beside Details
  • 94. 94How to Use Calendly © 2018 Joan Palapar More options will appear
  • 95. 95How to Use Calendly © 2018 Joan Palapar If you want to Reschedule click here
  • 96. 96 How to Use Calendly © 2018 Joan Palapar or if you want to Cancel click here
  • 97. 97 How to Use Calendly © 2018 Joan Palapar To edit Account settings click here
  • 98. 98 How to Use Calendly © 2018 Joan Palapar the account settings page appears
  • 99. 99 How to Use Calendly © 2018 Joan Palapar Click here to edit welcome message
  • 100. 100 How to Use Calendly © 2018 Joan Palapar To change Time zone
  • 101. 101 How to Use Calendly © 2018 Joan Palapar Click Save changes
  • 102. 102 How to Use Calendly © 2018 Joan Palapar To put a Photo click here
  • 103. 103 How to Use Calendly © 2018 Joan Palapar To change your link click here
  • 104. 104 How to Use Calendly © 2018 Joan Palapar to change login account click here
  • 105. 105 How to Use Calendly © 2018 Joan Palapar to logout, click here.
  • 106. 106How to Use Calendly © 2018 Joan Palapar Those are the basics of
  • 107. 107How to Use Calendly © 2018 Joan Palapar Always walk through life as if you have something new to learn and you will. Vernon Howard
  • 108. 108How to Use Calendly © 2018 Joan Palapar Photo Credits: https://pixabay.com/en/work-place-office-business- laptop-2990898/ https://pixabay.com/en/brick-brick-wall-business- 2449728/ https://pixabay.com/en/idea-competence-vision- target-3083106/ More pixabay.com images