About Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the very first places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve got 2 events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you select, you may have some extra options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. If someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe a few of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting.

Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of

About Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first places that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And last but not least, we can click the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one meeting.

Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the option that you choose, you might have some additional choices waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.

And lastly, we can choose a various color. This is extremely helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other events that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of