Instructions on how to set up Calendly below 👇

You can also watch this YouTube video to assist in getting set up as well 👉 Calendly Tutorial 2025 | How to Use Calendly for Easy Scheduling

INSTRUCTIONS

1. Create your account
2. Open https://calendly.com/signup
3. Upgrade to the Standard Plan ($10/month)
4. Follow the prompts (name, password or OAuth sign-in) to finish account creation

HOW TO SET UP CALENDLY FOR YOUR CLIENT APPOINTMENTS

1. Create an event type

2. Open Scheduling → click + Create → choose One-on-One

3. In the event editor set: event name, duration, Zoom link for location, description, and the schedule you want this event to use. Save when done.

4. For zoom link – use the AO Portal link that you purchased (IF YOU HAVE NOT YET RECEIVED THIS, COME BACK AND UPDATE IT)

5. Duration set for 60 minutes

6. For event name – use something along the lines of “Veteran Benefits Review”, etc

7. Copy and paste the below text for your description

   This is the final step to ensure you receive every benefit you and your family are entitled to as a U.S. Veteran. During this session, we will confirm your entitlements and verify that all documents are properly issued. In this briefing, we will: • Activate your No-Cost Legal Will • Review your Updated 2025 VA Burial Benefits • Ensure you receive your Military Honors • Issue your Family Health Discount Card • Cover the No Vet Left Behind Program • Provide a clear overview of every benefit available to you

   Many veterans miss out on critical protections simply because they never complete this final step. You’ve already taken the initiative; now we just need to finalize everything. To keep the process running smoothly, please arrive in the virtual waiting room at least 5 minutes early. Your appointment time has been specifically reserved, and timely attendance helps maintain respect for all Veterans scheduled throughout the day.

   VFW National Quartermaster Kim Deshano – Video Message 👇

   Kim DeShano - Navy Veteran and VFW Member | Videos & Movies on Vimeo

   CREATING THE WORKFLOWS

   1. Create Workflow for automated messaging to your client
   2. Open Workflows
   3. Set up these recommended workflows
   4. Text Booking Confirmation to invitee
   5. Text Reminder to Invitee
   6. Typically 24 hours prior to event, and then another reminder 1 hour prior to event
   7. Email Reminder to Invitee
   8. Same reminders as above – 24 hours and then 1 hour
   9. Integrate Calendly with Zoom & Your Calendar
   10. Open Integrations & apps
   11. Click on Zoom
   12. Click on whichever calendar program you use (google calendar, apple calendar, etc)