Calendly’s onboarding checklist puts you on it right away

Calendly’s onboarding checklist puts you on it right away

Calendly uses an onboarding checklist to help users get a holistic view of the primary capabilities of Calendly from the very start. The steps on the checklist are short and simple and have individual buttons.

Calendly uses an onboarding checklist to help users get a holistic view of the primary capabilities of Calendly from the very start. The steps on the checklist are short and simple and have individual buttons.


Why it’s great:

✅ Sleek design - Calendly’s onboarding checklist creates a color contrast with the white background and makes it easier to operate through the website. It is also minimizable so that the users can see the dashboard clearly.

✅ Progress bar and steps - Calendly’s onboarding checklist makes use of the most important element of a checklist, a progress bar with a few steps. Because the users can see it is not a long checklist, they are more likely to complete their onboarding.

✅ Good copy - By putting any extra and unnecessary information in a link to a guide, Calendly keeps the copy short and simple. Moreover, there are buttons directly in the steps which create a link between the copy and the task at hand.