Calendly Preference Form

The below form helps provide your business preferences for managing your Calendly meeting set-up. Whilst the advisers will determine other elements such as personal availability, this form allows you to state your business wide preferences for needing buffers and set meeting lengths.

Step 1 of 8

12%

Name(Required)

First Last

Email(Required)

How Many Events Are We Building?(Required)

Quick Chat, Discovery, Strategy, Presentation, Review.. So many possibilities!

7 or more..

Meeting Type 1

Typically this would be a Quick Chat, with a link hosted on your website.

Meeting title(Required)

What do you call this meeting?

Desired Locations(Required)

Zoom

Phone

Teams

Other

Enter your desired location(Required)

Duration(Required)

How long does this meeting go for?

15 minutes

20 mintes

30 minutes

60 minutes

90 minutes

Other

Buffer Before(Required)

Buffer time before a meeting starts. This will be built into the client facing versions of this event, so clients can’t book advisers into back-to-back meetings with no time in between.

No buffer before

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer time after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer time

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

This is one of the most important selections. We recommend avoiding delays for new business meetings more than required, whilst ensuring the team have enough time to prepare.

4 hours

20 hours

2 days

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting. This is particularly important for Review meetings, where you want a client to book asap, not 2 months out.

14 days

30 days

60 days

Other

Public Availability(Required)

Recommend you only exclude hours where advisers will never be available for clients or prospects to self-book. Advisers will always be able to prevent appointments by booking ‘Busy’ or ‘Out of office’ times in their calendar.

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Meeting Type 2

Typically this would be your Initial Meeting, or Discovery Meeting.

Meeting title(Required)

What do you call this meeting?

Desired Locations(Required)

Office

Zoom

Phone

Teams

Other

Enter your alternative location option(Required)

Duration(Required)

How long does this meeting go for?

15 minutes

30 minutes

60 minutes

90 minutes

Other

Buffer Before(Required)

This will be built into the client facing versions of this event, so clients can’t book advisers into back-to-back meetings with no time in between.

No buffer time

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer time

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

New business availability can impact your ability to take on new business. A broader availability, with shorter notice periods, makes it easier for a prospect to engage with you.

2 days

7 days

14 days

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting.

14 days

30 days

60 days

Other

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Meeting Type 3

Typically this would be a Strategy Meeting or a Data Collection Meeting.

Meeting title(Required)

What do you call this meeting?

Desired Locations(Required)

Office

Zoom

Phone

Teams

Other

Enter your alternative location option(Required)

Duration(Required)

How long does this meeting go for?

15 minutes

30 minutes

60 minutes

90 minutes

Other

Buffer Before(Required)

Buffer before a meeting starts.

No buffer

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

This is one of the most important selections. We recommend avoiding delays for new business meetings more than required, whilst ensuring the team have enough time to prepare.

4 hours

2 days

7 days

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting. This is particularly important for Review meetings, where you want a client to book asap, not 2 months out.

14 days

30 days

60 days

Other

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Meeting Type 4

Typically a Strategy Meeting, or Presentation Meeting

Meeting title(Required)

What do you call this meeting?

Desired Locations(Required)

Office

Zoom

Phone

Teams

Other

Enter your alternative location option(Required)

Duration(Required)

How long does this meeting go for?

15 minutes

30 minutes

60 minutes

90 minutes

Other

Buffer Before(Required)

Buffer before a meeting starts.

No buffer

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

This is one of the most important selections. We recommend avoiding delays for new business meetings more than you require, and ensuring review meetings have enough to support the team process. At which point in your process is a Presentation meeting booked? Does the team need a few days notice at minimum?

4 hours

2 days

7 days

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting. This is particularly important for Presentation meetings, where you want a client to book asap, not 2 months out.

14 days

30 days

60 days

Other

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Meeting Type 5

Typically this is an Initial Review/ Fulfilment/ Completion meeting.

Meeting title(Required)

What do you call this meeting?

Desired Locations(Required)

Office

Zoom

Phone

Teams

Other

Enter your alternative location option(Required)

Duration(Required)

How long does this meeting go for?

15 minutes

30 minutes

60 minutes

90 minutes

Other

Buffer Before(Required)

Buffer before a meeting starts.

No buffer

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

4 hours

2 days

7 days

14 days (this allows you to send the link mid-way through the month prior to the due Review, having the meeting booked for the following month)

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting. This is particularly important for Review meetings, where you want a client to book asap, not 2 months out.

14 days

30 days

45 days

Other

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Meeting Type 6

Typically this would be a Review Meeting

Meeting title(Required)

What do you call this meeting?

Duration(Required)

How long does this meeting go for?

30 minutes

60 minutes

90 minutes

120 minutes

Other

Desired Locations(Required)

Office

Zoom

Phone

Teams

Other

Enter your alternative location option(Required)

Buffer Before(Required)

Buffer before a meeting starts.

No buffer

15 minutes

30 minutes

Other

Buffer after(Required)

Buffer after a meeting ends. We recommend longer timeframes for these to allow for meetings to run over.

No buffer

30 minutes

60 minutes

Other

Invitees can’t schedule within X hours/days of a start time(Required)

This is one of the most important selections. We recommend ensuring review meetings have enough to support the team process (eg. 2 days to prepare for a review meeting?)

4 hours

2 days

7 days

Other

Invitees can schedule X days into the future(Required)

Select the timeframe within which clients can book this meeting. This is particularly important for Review meetings, where you want a client to book asap, not 2 months out.

14 days

30 days

60 days

Other

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Maximum allowed events of this type each day(Required)

This only informs this specific meeting type. In practice, this rarely takes effect as meeting times and buffers ensure days are not too full.

Other

Additional Meeting Tyes

The possibilities are endless..

Please let us know more about what further meeting types you require.(Required)

Additional menu

Meeting Type 1

Meeting Type 2

Meeting Type 3

Meeting Type 4

Meeting Type 5

Meeting Type 6

Additional Meeting Tyes