> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Member onboarding

> Set up your profile, availability, calendar, and booking link as a new member.

Welcome to Default. Before you start taking meetings, there are a few settings to get in
place so your booking pages, availability, and notifications all behave the way you expect.
This page walks through them in order, and most take about a minute each.

<Note>
  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.
</Note>

## 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.

Your **Email** is read-only here, since it's tied to your login. Select **Save Changes** when
you're done, and Default confirms with "Profile updated successfully."

Learn more in [Profile](/settings/profile), which also links to your personal integration
mappings.

## 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`.

Next to **Work Hours** in the same section, select **Manage** to set the days and times
you're bookable. Add a schedule, name it (such as `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](/settings/availability) and [Work Hours](/settings/availability/working-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.

<Steps>
  <Step title="Open your calendar provider">
    Select the **Google Calendar** or **Outlook Calendar** card.
  </Step>

  <Step title="Authorize the connection">
    Select **Connect** and approve the sign-in popup, granting calendar access.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Full steps per provider: [Google Calendar](/settings/integrations/google-calendar) and
[Outlook Calendar](/settings/integrations/outlook).

## 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.

Turn on a channel, then turn on the notification types you want, such as **Booked meeting**,
**Cancelled meeting**, **Rescheduled meeting**, or **Record Assignment**.

<Note>
  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.
</Note>

Learn more in [My Notifications](/settings/notifications), which covers every channel and
type and how workspace defaults apply.

## 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**.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

Learn more in [Events](/events), which covers hosts, availability, booking-form questions, and
reminders.

## You're set up

With your profile, availability, calendar, notifications, and a booking link in place, you're
ready to take meetings. From here:

<CardGroup cols={2}>
  <Card title="Routing & queues" icon="diagram-project" href="/queues">
    See how inbound leads get routed to you and your team.
  </Card>

  <Card title="All settings" icon="gear" href="/settings">
    Everything you can configure for yourself and, if you're an admin, your workspace.
  </Card>
</CardGroup>