Follow these 4 steps and you’ll get your Harmonizely account up and running in no time.
- By the end of step 2: You’ll be up and ready to serve customers.
- By the end of step 4: You'll be smiling that your first meeting has been booked.
Step 1. Connect your online Calendar
First things first, let’s get your online calendar connected to Harmonizely so the booked meetings can be added there and so you're never double booked.
You can connect the following calendars (up to 3 at once):
- Outlook/Office 365.
- FastMail (see How to connect your FastMail Calendar).
- NextCloud (see How to connect your NextCloud Calendar).
- Zimbra (see How to connect Zimbra calendar).
- And any CalDAV compatible calendar.
Let's connect the calendar account:
- Go to Calendar Integration page.
- Choose one of the connection type, e.g. Google Calendar and click Connect button.
- Once you connect your Google Calendar you should see the details of the currently connected calendar:
Make sure the Meeting Types under "Meeting Types" are ticked - Not checking any of these boxes won't have new meetings appear in this calendar. Meetings added to your calendar will never be double booked.
Step 2. Customize a Meeting Type
Meeting Types help you customize your availability, time zone, meeting duration, email reminders and more of your meetings.
- Go to Meeting Types page.
- Edit the default meeting type or create a new one with your custom availability and configuration.
Step 3. Share your Booking Page Link
Right now that you have the Calendar connected and your first meeting type created, you can share your booking page link with your invitees.
The link to your scheduling page is available in the top right corner.
The booking page will show your availability according to your connected calendar and the configured meeting type.
By default, the newly created meeting type defines the following availability rules:
- I'm unavailable on Saturdays and Sundays.
- I'm available from 8 am to 4 pm from Monday to Friday.
You can change these rules according to your needs in the Meeting Type configuration later on.
Step 4. Schedule a Meeting
Open your booking page link in the browser and book a test meeting with yourself.
But wait ... there’s more!
Once you’ve got these steps under control, there’s plenty more to explore in Harmonizely.
- Add your branding. Use Harmonizely from your domain.
- Customize the scheduling page so it matches your brand.
- Create a dedicated scheduling system for your organization.
- Integrate with Microsoft Teams, Zoom and many more applications.
Continue your journey with Harmonizely by checking out our Knowledge Base or reaching out to our helpful support team to hone your Harmonizely experience.