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Using Calendly

Using Calendly

Schedule office hours with Calendly

READ TIME: 7 MINUTES

Emily Triplett Lentz

Emily Triplett Lentz
Feb 01, 2022

Virtual office hours - hero

When students need help with a project, have questions about an assignment, or want to go over their plans, office hours offer college faculty the chance to help. 

Well into the global COVID-19 pandemic, many educational institutions have revamped the way they teach. Though some institutions have chosen a hybrid of in-person and digital learning, many classes are still only being offered online. Same goes for professors' office hours. 

Whether your office hours are virtual or in person, Calendly is the easiest way for students and teachers to find time together.

Source: Twitter

A new approach to office hours

In an article for Inside Higher Ed, Jennifer L. Brinkley describes polling her students about how they'd like to set up office hours with her. She gave them the option of video calls on a set day and time, or emailing her to make appointments at their convenience. They overwhelmingly chose the second option. Says Brinkley: 

“I thought the first suggestion would be the desired response, as it was a specific opportunity for students to meet, and I would be available without them having to schedule a specific time. Based on the survey results, my initial thought was wrong. Overwhelmingly, students wanted to reach out to me at their convenience via email and to schedule a time to meet online if necessary.”

Letting students make their own appointments was what made the most sense to them. And as long as you have the right tools, it’s an easy decision to support. Automating scheduling with Calendly allows you to focus on what matters most: delivering a better educational experience.

If you're not already using Calendly, now is a great time to sign up for free!

Using Calendly to schedule office hours

No matter what kind of appointment you’re scheduling, Calendly offers a simple and powerful way to do it. It integrates with just about any calendar app you’re using, from Outlook to Apple Calendar. You tell Calendly your schedule, and it’ll make sure you're never double-booked. Program in your availability, and let your students pick the day and time that’s best for them. 

Educational institutions from Dartmouth to the College for Creative Studies are using Calendly. It’s one of the top integrations for Zoom, and it can be used to seamlessly schedule your next online appointment for office hours with your students. 

How to create an appointment in Calendly 

Scheduling an appointment for office hours with Calendly can be done in just a few simple steps and with greater customizability than scheduling your appointments in Canvas.

1. Choose the Event Type

In the Calendly menu, click Event Type in the top bar, then the + Add Event Type button in the top right corner.

Scheduling an appointment for office hours with Calendly can be done in just a few simple steps and is customizable.

You’ll see four kinds types of events: one-on-one, group, collective, and round robin. If you want to schedule a traditional office hour-style appointment for a one-on-one meeting with a student, choose the one-on-one option.

2. Add general meeting information

Now that you’ve created the event, you’ll need to give it a name, location, and other details. There’s also an area to include notes for your students, like “bring your paper” or “have your notes up for review during the meeting.”

You can also customize the event URL if you so choose. If not, a default URL ending with “calendly/[your email address]/[name of event]” gets created instead. 

Once the event information has been added, click Next to continue.

3. Create meeting time slots

To make sure you never double-book or overbook, you’ll need to tell Calendly your schedule.

The first step is to determine your availability. This will tell the system how far in advance to let students book an appointment with you. The default is set to 60 rolling days, meaning a student can set an appointment up to 60 days out from any given day. You have a few options to change this if you like: 

  • Change the period of rolling days: For example, if you only want students to be able to book two weeks ahead, you can change it to 14 days instead of the default 60.

  • Change the availability to a date range: Don’t allow appointments to be booked past a certain day. In your case, that would be the end of the semester.

  • Allow appointments to be booked indefinitely: This places no restrictions on when someone can book an appointment with you. 

You'll also need to determine how long each office hours appointment with you will last. You’ll have the option of scheduling anywhere from 15-minute blocks to custom amounts of time.

4. Choose date and time ranges

Once you’ve settled on availability, you’ll decide an actual range of days and times you’ll be open to making appointments. The default is 9 a.m. to 5 p.m. Monday through Friday, but you can select "Set custom hours" to choose which blocks of time you'll be available for office hours.

Pick your desired days and times. Say you want to have office hours on Monday and Wednesday from 1-4 p.m. in 30-minute time slots. De-select every other day of the week, and change the hour ranges for Monday and Wednesday:

Whether your office hours are virtual or in person, Calendly is the easiest way for students and teachers to find time together.

You can also choose whether you'd like to add buffers before or after each appointment, in case you want to make sure you get a break between appointments.

5. Configure any additional availability rules

Click on "additional rules for your availability" to:  

  • "Show availability start times in increments of..." lets you determine how often a time slot is available. Set this as equal to the length of your meeting time — in this case, 30 minutes.

  • "Invitees can't schedule within..." gives you a buffer between when someone schedules a meeting and the meeting time. Program in some time here so you won’t have anyone scheduling a meeting moments before it’s supposed to happen. For example, if you program in a four-hour minimum notice, students won’t be able to schedule a meeting fewer than four hours before your time slot.

  • Maximum allowed events per day for this type of event lets you cap the number of slots that can be booked in a given day. Leave this blank to keep all time slots available to your students.

When you’ve gone through all these options, click Next to finish creating your meeting event. You’ll be taken to a screen with a summary of the event. Make sure the toggle in the upper right-hand corner is switched to “on.”

You're ready to start scheduling office hours via Calendly!

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Webinar: Getting started with Calendly

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Managing your office hours

To manage your meetings, log into Calendly and review the Event Types on your home page. You’ll see the event you set up for your office hour meetings. If you want to edit that event, just click the gear symbol on the right. Any Calendly user on a paid plan can have multiple events set up at a time. 

To distribute the booking link to your students, click "Copy link" next to the event on the Event Types page. You can copy/paste it into the web platform your students are using, or send out a mass email. 

When a student clicks the link in the email, they’ll see a variety of days they can choose from. Once they choose a day, the system lets them pick a time within the window you set. After choosing their time and entering their information, they’ll get a confirmation email. 

To see a list of upcoming meetings that students have booked with you, click on "Scheduled events" in the top menu. Time slots that haven’t been booked won’t show up. Both parties also automatically get an email notification whenever a meeting gets booked through Calendly. 

Connect Calendly with Zoom for virtual office hours

For virtual office hours via Zoom, you'll want to make sure to connect Calendly to your Zoom account. Once you’ve done that, a dynamic video conference link will be created for every scheduled meeting. You’ll also be able to select Zoom under the Location tab when editing your meeting events. 

That's it!

And there you have it — everything you need to schedule your virtual office hour meetings. Once you’ve programmed everything in up front, the rest is easy and automatic.

Visit our site for educators to learn more about Calendly's education solutions, and see what we can do to make teaching online a little easier.

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Emily Triplett Lentz

Emily Triplett Lentz

Emily Triplett Lentz is Senior Manager of Content at Calendly.

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