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Get started with your new Doodle Professional account
Get started with your new Doodle Professional account

New to Doodle Professional? Read on to learn everything you need to start saving time with scheduling today!

Christian Baker avatar
Written by Christian Baker
Updated over a month ago

Welcome to Doodle!

This multi-chapter article aims to provide you with all the essential knowledge you’ll need to confidently get started with your new Doodle Professional account. By the end of this article, you will be able to:

  • Apply your preferred account settings

  • Understand and use each scheduling feature

  • Comfortably navigate the essential aspects of your Doodle account

And don't worry: each chapter only takes a minute to read!


Chapter 1: Introduction to your account settings

Before you start scheduling, we recommend you establish your preferred account settings. To access your account settings, click on the dropdown menu with your initials on the top left of the screen and select ‘Account Settings’.

From your profile settings, you can make changes to your:

  • Name

  • Profile photo

  • Language

  • Default time zone

Your profile photo and name settings

Your default profile identifier is your initials. Your name setting will influence your default profile initials. You can replace your initials with a profile photo.

Your language settings

Doodle natively supports the following languages: English, German, French, Italian, and Spanish.

Your default time zone settings

Your default time zone is automatically matched to your computer and browser settings. We recommend confirming your default time zone prior to scheduling with Doodle.

When you create a Doodle event, it will be matched to your default time zone. When you send a Doodle invitation to someone in a different time zone from you, Doodle will automatically convert the invitation to their time zone based on the difference between their browser settings and your default time zone.


Chapter 2: Connecting your calendar to your Doodle account

We highly recommend connecting your calendar to your Doodle account, though it is not required to use Doodle. With you calendar connected to Doodle, you can:

  • Automatically send calendar invites to participants

  • Automatically sync events to your calendar

  • Take advantage of video conferencing integrations

  • Use Booking Page

  • Eliminate double booking

Your privacy matters

Doodle prides itself for going above and beyond to protect your data. No one else will have access to your calendar. Your appointments are only visible to you. Click here to learn more about Doodle’s data security.

How to connect your calendar from the Doodle dashboard

  1. Click 'Connect your calendar' on the dashboard tile

  2. Click the 'Connect' button under the calendar you wish to connect to your Doodle account

  3. Log into your calendar account

  4. Allow access

Regarding iCloud Calendar


Chapter 3: Introduction to your Doodle dashboard

The Doodle dashboard is organized into three main sections:

  • Create a Doodle

  • My Doodles

  • Upcoming Events

Create a Doodle

You can create a Doodle event from the new Doodle dashboard by clicking on the meeting tiles. Simply pick the Doodle that best suits the type of event you are organizing.

About My Doodles

My Doodles are defined as invitations that have links you can share. This includes:

  • The events you have created and are not yet booked

  • Your booking page(s)

  • Group polls in which you have participated and for which the organizer has not yet selected a final date

About Upcoming Events

Upcoming Events are defined as events you have scheduled using Doodle. This includes:

  • The events you created and booked

  • Events you booked with other Doodle users

About the support widget

Doodle's support widget is your main resource for news, guidance, and more. From the support widget, you can:

  • Read from our library of help articles

  • Access interactive product feature tours

  • Get 24/7 help from our advanced AI assistant

  • Learn about the latest product enhancements

  • Contact our support team

To access our support widget, simply click on the question mark icon on the bottom left of your dashboard. Please note that you must have cookies enabled to use the support widget.


Chapter 4: Introduction to Group Poll

Group Poll is Doodle’s first and most popular scheduling feature, and we are happy to welcome you to the scheduling solution trusted by millions of people every year.

Creating your group poll

Creating your group poll is easy and only takes a couple of minutes! There are three main steps:

  1. Enter the basic event details, like the name of the event and location

  2. Propose dates and times for the event

  3. Share the poll to find the best time to bring everyone together

Enter the event details

Let your audience know about the event by providing a name for the event, a brief description of the event, and the location. You can even meet virtually using Google Meet, Microsoft Teams, Webex, or Zoom!

Propose times to meet

First, choose how long you want the event to be, then click into the calendar grid to set the times you will propose to your audience. You can even integrate your calendar to show when you are busy and when you are free. Connecting your calendar will always be totally free. Click 'Create and share' when you are done.

Share the poll

With your poll created, you are now ready to share the link. Click the ‘Copy link’ button and paste the poll link into an email or share it via text, WhatsApp, and more!

Your audience participates in the group poll

The people you invite to participate in your poll will click on the link you provide and vote for the dates and times that work best for them. Responding to a group poll only takes a few seconds, so you will quickly learn the best time to bring everyone together.

This is an example of the group poll participation experience:

Finalize your group poll and book your event

Once you receive enough votes to know the best time to bring everyone together, simply choose your preferred date and time and click the ‘Book it’ button.

That’s it!

Once you click ‘Book it’, your group poll participants will automatically receive an email with all the event information. And if you connected your calendar, they will also receive a calendar invite they can use to quickly add everything to their own calendar!

Benefits of Group Poll

  • Group Poll makes managing scheduling easier by eliminating the email back-and-forth.

  • If you connect your calendar to your Doodle account, your group poll participants will receive a calendar invite, ensuring they have everything they need to know to arrive on-time and prepared.

  • Group Poll eliminates hours of rote administrative tasks, enabling you to do the work that brings the greatest impact.

Go Deeper

To learn more about creating and sharing your group poll, please choose from these hand-picked articles or visit our help center to find all 160+ articles!

You can also take our Group Poll tour and get a walk-through in-app.


Chapter 5: Introduction to Sign-up Sheet

Sign-up Sheet is Doodle’s newest scheduling feature. In this chapter, we will cover the basic steps for creating, sharing, and tracking your sign-up sheet.

Creating your sign-up sheet

Creating your sign-up sheet is easy and only takes a couple of minutes! There are three main steps:

  1. Enter the basic sign-up sheet details, like the name of the event and location

  2. Provide dates and times for each session

  3. Share the sign-up sheet to begin collecting enrollment

Enter the event details

Let your audience know about the event by providing a name for the event, a brief description of the event, and the location. You can even meet virtually using Google Meet, Microsoft Teams, Webex, or Zoom!

Create your sessions

Indicate the session details, like the date, start time and enrollment cap, repeating the process for each session you want to offer. Apply any special settings you might need, such as limiting how many sessions they can choose. Click 'Create and share' when you are done.

Share the sign-up sheet

With your sign-up sheet created, you are now ready to share the link. Click the ‘Copy link’ button and paste the sign-up sheet link into an email or share it via text, WhatsApp, and more!

Your audience participates in the sign-up sheet

The people you invite to participate in your sign-up sheet will click on the link you provide and sign up for the session(s) that work best for them. Responding to a sign-up sheet only takes a few seconds, so you will quickly see your sign-up sheet fill up!

This is an example of the sign-up sheet participation experience:

Keep track of your sign-up sheet enrollment

You can quickly and easily track your sign-up sheet enrollment by each available session directly from your Doodle dashboard. Click into a session to manage it.

That’s it!

Each person who signs up for a session will automatically receive an email with all the information they need to show up on time and prepared. And if you connect your calendar, we will send a calendar event invite that they can add to their own calendar.

Benefits of Sign-up Sheet

  • Sign-up Sheet makes managing enrollment easier by eliminating manual list updating, emails back-and-forth, and more

  • If you connect your calendar to your Doodle account, your sign-up sheet participants will receive a calendar invite, ensuring they have everything they need to know to arrive on-time and prepared.

  • You can set enrollment limits, ensuring you do not overbook an event

  • Sign-up Sheet eliminates hours of rote administrative tasks, enabling you to do the work that brings the greatest impact.

Go Deeper

To learn more about creating and sharing your sign-up sheet, please choose from these hand-picked articles or visit our help center to find all 160+ articles!

You can also take our Sign-up Sheet tour and get a walk-through in-app.


Chapter 6: Introduction to 1:1

1:1 is Doodle’s person-to-person meeting scheduling solution. In this chapter, we will cover the basic steps for creating, sharing, and tracking your 1:1 bookings.

Creating your 1:1

Creating your 1:1 is easy and only takes a minute! There are four main steps:

  1. Enter the basic 1:1 details, like the name of the event and location

  2. Propose dates and times for the event

  3. Propose any questions you need answered before the meeting is booked

  4. Share the 1:1 to begin collecting enrollment

Enter the event details

Let your audience know about the event by providing a name for the event, a brief description of the event, and the location. You can even meet virtually using Google Meet, Microsoft Teams, Webex, or Zoom!

Propose times to meet

First, choose how long you want the event to be, then click into the calendar grid to set the times you will propose to your audience. You can even integrate your calendar to show when you are busy and when you are free. Connecting your calendar will always be totally free.

Ask custom questions

Need crucial information prior to the start of your meeting? Ask custom questions and get the information you need the moment your meeting is booked so that you can arrive prepared and ready to start. With your 1:1 now set up, click 'Create and share'.

Share the 1:1

With your 1:1 created, you are now ready to share the link. Click the ‘Copy link’ button and paste the 1:1 link into an email or share it via text, WhatsApp, and more!

Your audience participates in the 1:1

The people you invite to participate in your 1:1 will click on the link you provide and choose the date and time that works best for them. Responding to a 1:1 only takes a few seconds, so you will quickly end the email back-and-forth and get the right time booked the first time.

This is an example of the 1:1 participation experience:

Keep track of your 1:1 enrollment

You can quickly and easily track your 1:1 enrollment directly from your Doodle dashboard.

That’s it!

Each person who signs up for a 1:1 will automatically receive an email with all the information they need to show up on time and prepared. And if you connect your calendar, we will include a calendar event invite that they can add to their own calendar.

Benefits of 1:1

  • 1:1 leaves you in full control of your calendar. Only the time slots that you offer will be presented to your 1:1 participants.

  • If you connect your calendar to your Doodle account, your calendar will be instantly updated with all event details once a time slot is booked.

  • When someone selects a proposed time, it is removed from the option array - ensuring you will not be double-booked.

  • 1:1 eliminates the email back-and-forth with guests or potential clients to find a time to meet, making it faster or easier to book events with whomever you might need to meet with.

Go Deeper

To learn more about creating and sharing your 1:1, please choose from these hand-picked articles or visit our help center to find all 160+ articles!

You can also take our 1:1 tour and get a walk-through in-app.


Chapter 7: Introduction to Booking Page

Booking Page is Doodle’s most advanced person-to-person meeting scheduling solution. In this chapter, we will cover the basic steps for creating, sharing, and tracking your booking page.

Creating your booking page

Creating your booking page is easy and only takes a minute! There are four main steps:

  1. Enter the basic booking page details, like the name of the event and location

  2. Define how you want your calendar scanned for availability

  3. Propose any questions you need answered before the meeting is booked

  4. Share the booking page to begin collecting enrollment

Enter the event details

Let your audience know about the event by providing a name for the booking page, a brief description of the event, and the location. You can even meet virtually using Google Meet, Microsoft Teams, Webex, or Zoom!

Define how your calendar will be scanned for availability

Booking Page works by scanning your connected calendar for the available time slots that match the rules you set. In this section, you define how long the meeting will be, how far in advance your calendar will be scanned for available time slots, which days of the week you are available, and the timeframe your calendar will be scanned on individual days of the week.

Ask custom questions

Need crucial information prior to the start of your meeting? Ask custom questions and get the information you need the moment your meeting is booked so that you can arrive prepared and ready to start!

Share the booking page

With your booking page created, you are now ready to share the link. Click the ‘Copy link’ button and share the booking page link with your audience. Some popular choices for booking page link placement are:

  • Email signature block

  • Slack or MS Teams profile

  • Company website

  • Corporate directories

Your audience participates in your booking page

The people you invite to participate in your booking page will click on the link you provide and choose the date and time that work best for them. Responding to a booking page only takes a few seconds, so you will quickly end the email back-and-forth and get the right time booked the first time.

This is an example of the booking page participation experience:

Keep track of your booking page enrollment

You can quickly and easily track your booking page enrollment directly from your Doodle dashboard.

That’s it!

When an appointment is booked with your booking page, the meeting will automatically be added to your calendar and the person who booked the meeting will receive a calendar event invitation via email, ensuring they have all the information they need to show up on-time and prepared.

Benefits of Booking Page

  • Booking Page leaves you in full control of your calendar. Only the time slots that align with every rule you set to define your availability will be offered.

  • Once a time slot is booked, your calendar will be instantly updated with the event details - ensuring you will not be double-booked.

  • Booking Page eliminates the email back-and-forth with guests or potential clients to find a time to meet, making it faster or easier to book events with whomever you might need to meet with.

  • Booking Page is simple to use and easy to share.

Go Deeper

To learn more about creating and sharing your booking page, please choose from these hand-picked articles or visit our help center to find all 160+ articles!

You can also take our booking page tour and get a walk-through in-app.


Chapter 8: Additional benefits of Doodle Professional

Doodle Professional gives you everything Doodle has to offer. From full access to all integrations to powerful scheduling and event management features, Doodle Professional delivers.

Key differences between Doodle Free and Doodle Professional

No ads

  • Enjoy the pure Doodle experience without the distraction of ads for both you and your participants.

Integrations

Group Poll

  • No limit on how many time slots you can offer (Doodle Free is limited to 20 time slots)

  • Automatic reminders to participate in the group poll

  • Create hidden polls

  • Limit how many participants can select a time

Sign-up Sheet

1:1

  • Create unlimited 1:1 events (Doodle Free is limited to one)

  • Set deadline for participation

  • Send automatic reminders to participate in the 1:1

Booking Page

  • Create unlimited booking pages (Doodle Free is limited to one)

  • Gain access to the Stripe payment integration

Finally, we encourage you to Join our “Getting Started with Doodle” webinar. A Doodle expert will guide you through how to use the Doodle Professional product so that you can confidently schedule anything with Doodle.

Thank you for choosing Doodle and we wish you happy scheduling!


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