How To Create A URL Branded Calendly Link: A Step by Step Guide

Summary

So you’ve setup a fancy new Calendly to help ease scheduling for you and your clients. All your clients have to do is visit https://calendly.com/YOURNAME and they can quickly schedule a meeting with you. How neat!

That’s all well and good but what if you want to keep customers within your website (or at least your domain)?

Below I show you a quick and easy way to setup a branded Calendly URL like you can see at https://schedule.roberttisdale.com

Most of you are likely using cPanel based hosts so setting this up is a complete cinch, just follow the steps below.

Instructions

  1. Create a subdomain
    1. Open your cPanel dashboard. This is normally at yourdomain.tld/cpanel.
    2. In the search box type “Subdomain” and select the Subdomains option.
    3. Under the subdomain box type the name you’d like your clients to type in. For example “schedule” (without quotes of course).
    4. Under “domain” select the domain you’d like to do this to. In my case this would be “roberttisdale.com”
    5. Point to the “Document Root” of your new subdomain.
      1. If the domain is your default cpanel name, you can put something like “public_html/schedule”.
      2. If the domain is an addon domain (Like mine was) it will be something closer to “public_html/roberttisdale.com/schedule”
  2. Create an index.html file with the correct contents
    1. On your computer open a text editor (On Windows, this would be “Notepad”).
    2. Inside the file, paste the following contents while replacing the bolded section.
      <!-- Calendly inline widget begin -->
      <div class="calendly-inline-widget" data-url="https://calendly.com/MYUSERNAME" style="min-width:320px;height:580px;"></div>
      <script type="text/javascript" src="https://calendly.com/assets/external/widget.js"></script>
      <!-- Calendly inline widget end -->
    3.  Now go to the file menu and select “save as”. Where it says “Save as Type” select “All files”. Set the file name as “index.html”. Under “Encoding”, select “UTF-8”. Click save.
  3. Upload the index.html file created in the last step to the “Document Root” you specified in Step 1.
    1. We’ll use Filezilla, a free cross platformFTP/SFTP program. You can download Filezilla here.
    2. Install Filezilla.
    3. Open Filezilla.
    4. NOTE: Many hosts have SFTP (Secure FTP) disabled by default. Contact your web hosting support if you have issues with the following section. 
    5. Under host put “ftp.yourdomain.com” or just “yourdomain.com”.
    6. The username and password are the ones you use to login to cPanel.
    7. IMPORTANT: Under “Port” be sure to specify “22” or the SSH port for your host, otherwise standard FTP will be used. This is a security risk.
    8. Click connect.
    9. Use the panel at the bottom left to locate the “index.html” file you saved in Step 2.
    10. On the panel at the bottom right locate the “Document root” folder specified in step 1.
    11. Drag the “index.html” panel from the left panel to the Document root folder in the right panel.
    12. Allow the upload to finish and you’re done!
  4. Visit “schedule.yourdomain.tld” and you should see your Calendly page displayed!

Conclusion

I hope this guide helps you get a branded URL setup for your freelancing business. As mentioned in the guide above, be sure to contact your web host if you’re having issues connecting via SFTP.

If you have any questions, don’t hesitate to ask in the comments.

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