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 add one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got two occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.

Let’s say produce 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 recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional alternatives waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked 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’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to perhaps some of the other occasions that I have offered. And after that just 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting too.

And lastly, we can select a various color. This is really helpful if you have several occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of

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 first locations 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 add one or more calendar accounts.

to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 simply wan na motivate you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site 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, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design 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 simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group conference lets several guests consult with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for one-on-one conference.

Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If someone is considering scheduling 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.

Now once we hit 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