Everything here starts from the Dock, the app bar at the bottom of the screen. Open
Settings (the gear icon) for steps 1 through 5, where your personal settings live under
My Profile, and open the Scheduling app for step 6.
1. Complete your profile
Your profile holds the name and contact details Default shows on your booking pages and meeting invites. Open Settings from the Dock, then select Profile under My Profile. Fill in:- First name and Last name, under Personal Details.
- Display name, the public name people see on booking pages and calendar invites, such
as
Alex from Default. - Job title, shown on some scheduling surfaces, such as
Solutions Engineer. - Phone number, entered with your country code and a leading
+and no spaces or dashes, for example+15551234567. Adding a number also turns on the SMS notification channel in step 5.
2. Set your availability
Availability controls when people can book you. Open Settings from the Dock, then select My Calendar under My Profile. Under Personal Preferences, set:- Pre-Meeting Buffer and Post-Meeting Buffer, the time blocked before and after each
meeting so you can prepare and wrap up. Both default to
15 min. - Notice Period, the minimum lead time before a slot can be booked, which prevents
last-minute bookings. The default is
1 hour.
Standard Hours), set your timezone, and
toggle each day on or off with its time range, for example Monday through Friday 9:00 AM to
5:00 PM. Mark one schedule as primary, since that’s the one used to generate your open
times, then select Save Changes.
Back on My Calendar, select Save Changes to keep your preferences.
Learn more in My Calendar and Work Hours.
3. Connect your calendar
Connecting your calendar lets Default see when you’re free and write booked meetings onto your calendar. Every member connects their own calendar, so you don’t need admin access for this step. Open Settings from the Dock, then select Integrations under Workspace Settings. As a member, you land directly on your Calendar options.1
Open your calendar provider
Select the Google Calendar or Outlook Calendar card.
2
Authorize the connection
Select Connect and approve the sign-in popup, granting calendar access.
3
Set it as your primary calendar
Back in My Calendar, under Calendars, choose this calendar as your Primary
Calendar so new meetings write to the right place.
4. Confirm your meeting location
Conferencing tools (Zoom, Google Meet, and Microsoft Teams) are connected once for the whole workspace by an admin, so you don’t connect them yourself. What you do is choose the Location on each event you host. When you build an event in Scheduling, the Location setting offers your calendar’s default conferencing, Zoom, or in person. Your calendar’s default conferencing follows your calendar provider, so a connected Google Calendar can add a Google Meet link automatically. If the conferencing tool you need isn’t available as a location option, ask an admin to connect it under Settings → Integrations.5. Choose your notifications
Decide which events Default tells you about, and where. Open Settings from the Dock, then select My Notifications under My Profile. The page opens on the In-App tab. Each channel has its own tab with a channel-level toggle at the top, and a set of per-type toggles below it:- In-App, delivered inside Default, available to everyone with no setup.
- Slack, delivered as Slack messages. This needs your workspace’s Slack integration to be connected.
- Mail, delivered by email to the address on your profile.
- SMS, delivered as text messages. This channel turns on once your profile has a phone number, the one you added in step 1.
Your admin sets which channels and types are available for the whole workspace. You can opt
out of anything, but you can’t turn on a channel your workspace has switched off.
6. Create your booking link
Now create a link people can use to book time with you. Open the Scheduling app from the Dock, then select Events.1
Create a Quick event
Select Create new event, enter an Event name, and choose Quick event, the
event type where one member hosts. Any member can create a Quick event. Select Create
new event again to open the editor.
2
Set the basics
In Event Details, set the Meeting duration, the Location, and an Event
slug for the booking-page URL, such as
intro-call. The event uses your work hours
from step 2 unless you set custom hours.3
Copy your link
From the Events list, select Copy link, then choose With event hosts to share the
standard booking link. Send that link to anyone who needs to book with you.
You’re set up
With your profile, availability, calendar, notifications, and a booking link in place, you’re ready to take meetings. From here:Routing & queues
See how inbound leads get routed to you and your team.
All settings
Everything you can configure for yourself and, if you’re an admin, your workspace.