Calendly isn’t just a scheduler—it’s a powerful automation tool that can streamline your entire client booking process. This in-depth, step-by-step guide is your go-to resource for setting up, customizing, and maximizing Calendly for your service-based business.

Whether you’re brand new to Calendly or ready to unlock its more advanced features, this guide walks you through every screen and setting with practical, non-techy instructions and strategy tips designed just for solopreneurs and virtual assistants.

What’s inside:

✔️ Setup walkthroughs for every key feature (scheduling, meetings, teams, workflows, routing forms & more)

✔️ Tips for mapping out your ideal schedule, buffer times, and prep

✔️ Examples for setting up strategic questions, confirmations, and follow-ups

✔️ Bonus: Airtable Calendly Blueprint to help you plan your events with ease

✔️ Best practices to personalize the client experience and reduce no-shows

No fluff. No guesswork. Just real results for your systems.