Calendly

Follow

Calendly is an appointment scheduling software that can be leveraged to eliminate the back-and-forth that often occurs when trying to find a time to meet with individuals outside WFAA.

The sign up for the Basic subscription is free, which is the option that we are encouraging currently. The key areas that we want everyone to follow are:

  • Use your @supportuw.org email address.
  • Use a strong password or passphrase
  • You should be logged into email; it will need to connect to your calendar for your free/busy information.
  • For information, https://calendly.com/

 

Signing Up For Calendly

In order to sign-up, navigate to https://calendly.com/ and enter in your supportuw.org email address. You will then be prompted to enter in your full name and a secure password.

Within an hour you should receive a confirmation email to your supportuw.org email account. Follow the link within that email and enter in your password.

Calendly will have you create a custom Calendly URL and select a Time Zone. This is the link that you will send people in order for them to book time on your calendar with you.

mceclip0.png

Next, you will need to Connect your calendar with Calendly.

You'll want to select Office 365 as your calendar integration.

mceclip1.png

You will then be taken to a page where you will need to select your supportuw.org account, and then accept the Terms of Use.

mceclip2.png

Hit Continue until you arrive at the Set your availability screen. Here you can set your availability at a high level for when meetings can be scheduled from Calendly.

mceclip3.png

After this you will be taken to a personalization page. Select your day-to-day role at work and then hit Finish to go to the main page of Calendly where you can more specifically set your availability and create event types and custom forms.

mceclip4.png

 

Additional Resources

Calendly has a very useful KnowledgeBase that I would suggest looking at for more advice on customizing your events to fit your needs. I've including links to some particularly useful articles below.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk