---
title: "#6 New Accounts Training : Scheduling & Calendar Connections (Calendly)"
description: Follow Articles 1-7 to guide your account setup. Open your account and watch the video, pausing as needed to make changes in your account.
---
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1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en)
3. [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
# #6 New Accounts Training : Scheduling & Calendar Connections (Calendly)
## Follow Articles 1-7 to guide your account setup. Open your account and watch the video, pausing as needed to make changes in your account.
#### *🛠️ Setup & Configure your CounselMore Portal ⚙️ 1. The videos below will walk you through step-by-step account set up. ⚙️ 2. Watch the videos and pause the video, to make changes in your own account. ⚙️ 3. Keep a list of questions. ⚙️ 4. Reserve your 30 minute complimentary [Reserve session](https://calendly.com/counselmore-meetups/counselmore-schedule-integration)*
---
We work with both Calendly and Acuity for scheduling, but we highly recommend using Calendly.
### **Calendly Integration**
### Recorded Training
For simplicity, this article will go over calendar connections using **Calendly. **If you're looking to setup/connect **Acuity**, please see [this](https://helpdesk.counselmore.com/how-to-setup-your-acuity-account?hsLang=en) article.
### **Why use Calendly?**
- When an existing student books a meeting through a Calendly event, it will automatically be added to that student's Assignments and they can be reminded of it in their weekly assignments summary.
- When a prospective student books a meeting through Calendly, CounselMore will automatically create a new student record with a status of Prospect (vs Active) at the top of your QuickList of students.
- You can add your Calendly booking link to your existing website and your [Custom Menu](https://helpdesk.counselmore.com/new-accounts-build-a-custom-menu-of-resources-for-yourself-and-your-clients?hsLang=en) in CounselMore for easy student/parent access.
- Everything mentioned above can be done with a **Standard** Calendly account.
- You can [take payment](https://calendly.com/blog/stripe-integration/) directly through Calendly (**transaction fees may apply**)
If this is your first time connecting Calendly and you use your Calendly for multiple types of events not associated with your student-life, then you will want the added convenience of CounselMore recognizing event types so you can use your Calendly for multiple purposes. You will want to tell CounselMore to ignore event types.
For that you will need an additional service because reading event types is more advanced capabilities.
### **Using Calendly with CounselMore**
\- Click [here](https://help.calendly.com/hc/en-us/articles/23343514185623-Get-to-know-Calendly#get-to-know-calendly-0-0) to get an overview on Calendly.
\- Click [here](https://calendly.com/pricing/users) for info on pricing. All you need is standard.
\- Click [here](https://calendly.com/signup) to create a Calendly account. (your account creation may walk you through the steps below. Follow through all steps to confirm or complete).
\- Click [here](https://help.calendly.com/hc/en-us/articles/14075911977623-Calendly-Zoom#calendly-zoom-0-0) to connect your Zoom to Calendly. This will automatically create a meeting link every time a client books a meet. It will include the Zoom link in the event description and it will be included in the followup email Calendly sends 24hrs prior to the event.
\- Click [here](https://help.calendly.com/hc/en-us/articles/115002939274-Connecting-your-calendar#connecting-your-calendar-0-0) to connect your calendar to calendly. This will automatically add any meeting booked to your Gcal, Outlook, or iCal automatically.
\- Click [here](https://help.calendly.com/hc/en-us/articles/14074797893143-Calendly-Schedules#01H7TGB3JTNCTQEW6F2N4G6890) to create a default weekly schedule. You'll be able to change availability for each event type later on but it's good to start with something general.
\- Click [here](https://help.calendly.com/hc/en-us/articles/23343506477463-Create-the-perfect-scheduling-setup#01H8PG9T1A0ZYEMT2GA3DH2N7Z) to create your first event. Common event types are: Consultation Call, Senior Recurring Meeting, Essay Review.
\- Click [here](https://help.calendly.com/hc/en-us/articles/23343572558103-Automate-meeting-prep-and-follow-up#h_01HY3GKXFNEBHMW3NSZJWCPEXX) to learn more about Calendly automation. Calendly sends out an email notification to a client when they book a meeting and a reminder 24hrs prior to the event. Calendly has other tools we can use to create workflows and automate followup.
\- Click [here](https://help.calendly.com/hc/en-us/articles/4406947967511-Installing-Calendly-for-Chrome#h_01FDT8EY9SJ50C1S107HCEWJJJ) to install Calendly's Chrome extension.
\- Click [here](https://help.calendly.com/hc/en-us/articles/17852922399383-Glossary) to review a glossary of terms if any of them confused you.
When creating your event in Calendly, there is a section for questions to be asked of the meeting maker. **READ CLOSELY** in the image below.
👁️ **PLEASE READ** 👁️
When a parent books a meeting we want to make sure the student's name and the student's email is entered for the **Name** & **Email** fields in the Invitee Questions section. These are the fields we use to populate your New Student. Please see below for an example of a client intake form from Calendly.
*Every question after name & email is a custom question created by the Counselor*
Answers to these questions will auto-populate into the **Confidential Notes** section of your prospect **Student's Profile** (Bio Banner).
**Read Closely: Calendly is integrated with your CounselMore account. It has the capability to auto generate Prospective Clients to the top of your Quicklist. You will adjust your Calendly-CounselMore connection in your Settings menu**
1\) When setting up your events ask for the Student's Email address to be in the First Position and the Parent Email to be in the Second Position.
2\) By putting the student email address in First Position, the students record will populate most effectively into your CounselMore account.
3\) You will create *different types* of meetings in your Calendly account. You may not wish for *all meeting types* to auto-generate prospective students to the top of your quicklist. Choose which meeting types you would like this to occur with in your Settings menu.
Settings \> Scheduling, and update your prospect creation settings.
Whatever **event types are checked will produce a prospect student** in your counselor portal.
Onto the next section in your Training Program, [Accounting Setup & Invoicing](https://helpdesk.counselmore.com/self-guided-7-accounting-profiles-time-tracking?hsLang=en).
**Still have questions or need additional support?**
👍 Now that you've complete the Self Study, make a list of your questions and reserve a seat at a **live training checkup**. **[You will find a complete schedule here.](https://helpdesk.counselmore.com/new-accounts-live-training-schedule?hsLang=en)**
**Return to the previous section in your Training Program**
**1) [Account Settings & Customization](https://helpdesk.counselmore.com/self-guided-1-account-settings-customization?hsLang=en)**
**2) [College Lists & App Tracker](https://helpdesk.counselmore.com/self-guided-2-college-lists-app-tracker?hsLang=en)**
**3) [Student & Parent Portals](https://helpdesk.counselmore.com/self-guided-3-student-parent-portal?hsLang=en)**
**4) [Google Prep & Connect](https://helpdesk.counselmore.com/self-guided-4-google-drive-prep-connect?hsLang=en)**
**5) [Building Routine Assignments](https://helpdesk.counselmore.com/self-guided-5-routine-assignments?hsLang=en)**
**👉 Continue your learning journey: Proceed with the next Training Program below.**
**7) [Accounting Profiles & Time Tracking](https://helpdesk.counselmore.com/self-guided-7-accounting-profiles-time-tracking?hsLang=en)**
- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content)
- [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up)
- [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training)
- [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
- [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
- [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content)
- [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners)
- [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
- [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab)
- [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab)
- [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab)
- [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist)
- [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts)
- [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content)
- [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data)
- [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns)
- [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker)
- [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content)
- [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings)
- [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders)
- [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content)
- [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business)
- [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding)
- [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns)
- [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments)
- [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster)
- [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station)
- [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting)
- [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books)
- [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)
- [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up)
- [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup)
- [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations)
- [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content)
- [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations)
- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content)
- [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources)
- [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits)
- [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support)
- [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies)
- [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content)
- [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory)
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