How to Use Calendly as an Executive Assistant: Full Tutorial
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Are you an executive assistant looking to make scheduling easy with Calendly? This video guide walks you through the best practices for configuring your Calendly account, so you can automate administrative scheduling and get more time back in your day.
Ready to give it a try? Sign up for free at https://calendly.com/
In this walkthrough of Calendly for executive assistants, you’ll learn how to:
Configure Calendly to schedule meetings on behalf of an executive
Edit availability: Control your executive’s booking page and limit when meetings can be scheduled
Create custom questions: Add screening questions to collect information in preparation for meetings
Edit the meeting invite: automate the information in the meeting invite, including reschedule and cancellation links
Set up Workflows: create automated email reminders to reduce no-shows
Share the scheduling link: copy and paste your executive’s link to start automating scheduling
Book a meeting with your executive
Review and edit your executive’s booked meetings
Looking for something specific? Jump to a timestamp below:
0:00 Get started with a booking page
1:25 Customize meeting details
2:01 Set scheduling preferences
2:51 Implement buffer times
3:28 Create meeting notice requirements
3:51 Set meeting limits
4:26 Add custom questions to booking page
5:22 Configure automated notifications (Workflows)
8:06 Share scheduling links with invitees
9:56 Manage scheduled meetings
10:46 Recap
Calendly is one of the most powerful tools for administrators and executive assistants. Ready to see for yourself? Sign up for free at https://calendly.com/
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