17 August 2022

Getting set-up on Calendly

Getting set-up on Calendly

To create a smooth process of booking your mentoring sessions with your mentee, we recommend using an online booking system that allows your Mentee to see your availability ahead of time and book a time best suited for them.

An application like Calendly can reduce the back and forth of checking times and re-scheduling, but connecting the application to your calendar, and allowing your Mentee to self serve.

The basic version of Calendly is free to use, and can be easily set up.

How to get started with Calendly

  • Visit Calendly and sign up using your email
  • Firstly, you need to choose your Calendly URL and select your time zone. Keep in mind that your Calendly URL will be the link you send to your all event/meeting/session invitees, so make sure it’s something that clearly defines you and is professional,
  • Next, you’ll have the option to integrate your Calendly account with your other calendars before you get started – we recommend doing this, as it will mean your exisiting meetings are reflected and therefore an invitee cannot book a session at times when you are already busy – preventing double-booking. Complete the login window for your calendar account that will pop up and authorise access to Calendly.
  • You can also connect your Calendly to your existing Zoom or Google Meet account to facilitate video calls with your invitee or Mentee.
  • Then, you can set your general availability (i.e. you’re happy to take mentoring sessions between 9am – 5pm)
  • And finally, Calendly will ask you to create your first event (think of ‘Events’ as meeting time-slots). We suggest creating your own custom 40minute mentoring session time-slot.
  • Once you’ve created your event types and created your ideal schedule, you can invite your Mentees to join or book sessions. All you have to do is send them your unique Calendly booking URL via email and suggest they ‘book a time with you, your calendar is up to date here’).
  • For extra information visit the Calendly ‘How-to’ guide here