Calendly System Setup

Helpful Guide for This Project: https://youtu.be/PNp2uUKCMuQ

Client: CloudMita Consultancy LTD
Platform: Calendly
Meeting Location: Google Meet

PART 1: Basic Account Configuration

Before creating events, students must:

1. Connect Google Calendar
2. Enable Google Meet as the default meeting location
3. Ensure time zone is correctly configured
4. Set availability (e.g., Mon–Fri, 9am–4pm)

You should verify:

• Google Meet links are automatically generated
• Availability rules are working correctly

PART 2: Create Event Types

Students must create the following two event types:

One-on-One Event

Event Name: Consultation Session – CloudMita
Duration: 30 minutes
Location: Google Meet
Description:

A private consultation session with a CloudMita Consultant.

Group Event

Event Name: Cloud Strategy Group Session
Duration: 45 minutes
Location: Google Meet
Maximum Invitees: 5 (or any defined number)
Description:

A collaborative group consultation session hosted by CloudMita Consultancy LTD.

PART 3: Add Contacts (Invitees for Testing)

Students must create bookings for:

• Francis – freztravz@gmail.com
• Susan – Susanbagby12@gmail.com

They should:

• Book Francis into the One-on-One event
• Book Susan into the Group event
  (or vice versa — but both event types must be tested)

PART 4: Create Workflows (Automation)

Students must create four separate workflows inside Calendly.

Workflow 1 – Host Reminder

• Trigger: Before event starts
• Timing: 30 minutes before
• Recipient: Host
• Type: Email notification

Workflow 2 – Customer Reminder

• Trigger: Before event starts
• Timing: 25 minutes before
• Recipient: Invitee
• Type: Email reminder

Workflow 3 – Booking Confirmation Appreciation

• Trigger: After event is booked
• Timing: 30 minutes after booking
• Recipient: Invitee
• Message Content:
  A short thank-you message for scheduling with CloudMita Consultancy LTD.

Workflow 4 – Post-Event Thank You

• Trigger: After event ends
• Timing: 15 minutes after event
• Recipient: Invitee
• Message Content:
  Thank them for attending and optionally encourage follow-up.

PART 5: Final Deliverables (What They Must Submit to You)

To properly assess them, request:

1. Screenshot of:
   • Event Types page (showing both events)
   • Workflow page (showing all 4 workflows active)
2. Screenshot of:
   • A booked One-on-One event
   • A booked Group event
3. Screenshot showing:
   • Google Meet link generated automatically
4. Copy of one workflow email content

Project Submission Link: Click here to Submit