Calendly Preference Form

The below form helps provide your personal preferences for managing your Calendly meeting set-up. Whilst the business will determine other elements such as meeting descriptions and durations, this form allows you to state your own preferences for needing buffers and your work hours.

Step 1 of 7

14%

Name(Required)

First Last

Email(Required)

Select Your Prefered Event(s)(Required)

Quick Chat

First Meeting (e.g. Discovery meeting)

Second Meeting (e.g. Strategy meeting)

Advice Presentation Meeting

Review Meeting

Other

Quick Chat

This would be a meeting link that can be shared with clients or external parties, and can be publicly visible on your website.

Meeting title

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.

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 you require, and ensuring review meetings have enough to support the team process.

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 you will never be available for clients or prospects to self-book. You will always be able to prevent appointments by booking ‘Busy’ or ‘Out of office’ times in your calendar.

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Internally visible availability(Required)

Recommend you only exclude hours where you will never be available for clients or prospects, even when booked by a colleague. These would typically be broader than you would let clients book themselves. You will always be able to prevent appointments by booking ‘Busy’ or ‘Out of office’ times in your calendar.

Standard Business hours

Extended hours: 7am – 7pm, Mon – Sat

Other

Enter your desired internal 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

First meeting

Typically the ‘First’ meeting with a Prospective client, often called a Discovery meeting.

Meeting title

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 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)

Internally visible availability

Standard office hours (we will check your website)

Extended hours: 7am-7pm, Mon – Sat

Other

Enter your desired internal 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

Second Meeting

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

Meeting title

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 (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)

14 days

30 days

60 days

Other

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.

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Internally visible availability(Required)

Standard office hours (we will check your website)

Extended hours – 7am-7pm, Mon – Sat

Other

Enter your desired internal 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

Advice Presentation Meeting

Meeting title

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

Other

Invitees can schedule X days into the future(Required)

14 days

30 days

60 days

Other

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.

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Internally visible availability(Required)

Standard office hours (we will check your website)

Extended hours – 7am-7pm, Mon – Sat

Other

Enter your desired internal 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

Review Meeting

Meeting title

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)

14 days

30 days

45 days

Other

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.

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Internally visible availability(Required)

Standard office hours (we will check your website)

Extended hours – 7am-7pm, Mon – Sat

Other

Enter your desired internal 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

Other 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)

4 hours

2 days

7 days

Other

Invitees can schedule X days into the future(Required)

14 days

30 days

60 days

Other

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.

Public Availability(Required)

Standard office hours (we will check your website)

Other

Enter your desired public availability(Required)

Internally visible availability(Required)

Standard office hours (we will check your website)

Extended hours – 7am-7pm, Mon – Sat

Other

Enter your desired internal 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 menu

Quick Chat

First meeting

Second Meeting

Advice Presentation Meeting

Review Meeting

Other meeting