Steps 1 through 5 happen in Settings. Select Settings, the gear icon, in the sidebar on
the left of the app. Your personal settings live under Personal.Step 6 happens under Scheduling in the sidebar.
1. Complete your profile
Your profile holds the name and contact details Default shows on your booking pages and meeting invites. Select Settings in the sidebar. Then select Profile under Personal.
Your Email is read-only here. It is tied to your login.
Select Save Changes when you are done. Default confirms with “Profile updated successfully.”
Learn more in Profile, which also links to your personal integration
mappings.
2. Set your availability
Availability controls when people can book you. Select Settings in the sidebar. Then select Preferences under Personal. In the Scheduling section of the General tab, set:1
Open Work Hours
Open the Calendar tab in Preferences. Next to Working hours under
Availability, select Manage working hours. Here you set the days and
times you are bookable.
2
Add and name a schedule
Add a schedule. Name it, for example
Standard Hours.3
Set the timezone
Set your timezone.
4
Set your days and times
Toggle each day on or off with its time range, for example Monday through Friday
9:00 AM to 5:00 PM.5
Mark 1 schedule as primary
Default uses your primary schedule to generate your open times.
6
Save the schedule
Select Save Changes.
7
Save your preferences
Back on the General tab of Preferences, select Save Changes to keep your
scheduling preferences.
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.1
Open the Connections page
Select Settings in the sidebar. Then select Connections under
Workspace Settings.
2
Open your calendar provider
As a member, you land directly on your Calendar options. Select the Google Calendar
or Outlook Calendar card.
3
Authorize the connection
Select Connect. Approve the sign-in popup to grant calendar access.
4
Set it as your primary calendar
Back in Preferences, on the Calendar tab under Calendars, choose this calendar as your Primary
Calendar. New meetings then write to the right place.
4. Confirm your meeting location
An admin connects Zoom once for the whole workspace. Google Meet and Microsoft Teams use your own calendar connection instead: Google Meet works with Google Calendar, and Microsoft Teams works with Outlook Calendar. You choose the Location on each event you host. When you create an event, the Location setting offers Calendar Default (your calendar’s default conferencing), Zoom, Zoom Personal, or In Person. Your calendar’s default conferencing follows your calendar provider. For example, a connected Google Calendar can add a Google Meet link automatically. If you need Zoom and it is missing, ask an admin to connect it under Settings → Connections.5. Choose your notifications
Decide which events Default tells you about, and where. Select Settings in the sidebar. Then select Preferences under Personal and open the Notifications tab. The page opens on the Mail tab. Each channel has its own tab, with a channel-level toggle at the top and per-type toggles below it.
Turn on a channel. Then turn on the types you want, such as Booked meeting,
Cancelled meeting, Rescheduled meeting, or Record Assignment.
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 use to book time with you.1
Open Event Types
In the sidebar, under Scheduling, select Event Types.
2
Create a Quick event
Select Create new event. Enter an Event name.
3
Choose the event type
Choose Quick event, the event type where 1 member hosts. Any member can create a
Quick event.
4
Open the editor
Select Create new event again to open the editor.
5
Set the basics
In Event Details, set the Meeting duration, the Location, and an Event
slug. The slug forms the booking-page URL, for example
intro-call.6
Check the hours
The event uses your work hours from step 2 unless you set custom hours.
7
Copy your link
In the events list, hover over your event and select Booking links. Copy your host
link from the Permanent tab.
8
Share the link
Send the link to anyone who needs to book with you. People now use it to book time
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.