Setting Up Your Calendar with Calendly for IMC

In this guide, we will walk through the process of setting up your calendar using Calendly, specifically focusing on creating an IMC (Integrated Management Calendar) link. This setup will help ensure your availability is accurately reflected, and that you can manage your meetings efficiently. By the end of this guide, you will be able to configure your Calendly settings to accommodate the required number of meetings per week and implement necessary buffers and notifications.

To begin, ensure your meeting remains live on your Calendly page at all times. This is crucial unless you're out of the office, in which case you should coordinate with your manager to ensure coverage.

Access the event type by clicking the edit button to the right side of your Calendly page. This will open a drawer with various settings.

Adjust your availability to allow booking up to seven weekdays into the future. This means if someone checks your calendar on a Friday, they should be able to book appointments until the next Friday.

Navigate to the 'more options' section to set up limits and buffers. Ensure there is a 10-minute buffer after each event for note-taking and creating Zendesk tickets.

Limit the number of meetings to a maximum of 20 per week. This will automatically push excess bookings to the next available date.

The booking page is embedded, but ensure that meetings can start every 10 minutes on the hour to provide flexibility for your clients.

Modify the invitee form to include questions that help prioritize meeting topics. This can include dropdown menus or text fields to specify topics such as taxes or accounting.

Ensure that invitees receive a calendar invitation immediately after booking. Add an email reminder 24 hours before the event and another an hour before. Activate text reminders to send out 30 minutes before the event.

By following this guide, you will have successfully set up your calendar with Calendly to manage your IMC link. You should have a clear understanding of how to configure availability, set meeting limits, create buffers, and ensure proper notifications. This setup will help streamline your scheduling process and improve your workflow. If you have any questions, feel free to reach out for assistance.