Calendly Basic 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 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.

And what I imply 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 properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.

Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here just to reveal 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 have actually got two events presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters 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 prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular 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 select phone call in this case. And in many cases, depending on the option that you pick, you might have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. If someone is thinking about 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 only after they have actually scheduled 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 offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can include a description which is something you do not wan na overlook particularly if you have multiple events 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 differentiate what this event has to do with compared to possibly a few of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization 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. 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 simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

And finally, we can choose a various color. This is really practical if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of

Calendly Basic 2022

We’re gon na get things kicked off by going into our menu, into our account as soon as 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.

And what I indicate by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly 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 just wan na motivate you to publish an image.

Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your business or possibly 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters 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. So 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 include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually meeting.

In this case, I’m gon na state, 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 choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have offered.

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