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 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 inspect other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have picked up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Simply choose add calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. 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 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 together with your name and possibly a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And lastly, we can click the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or maybe 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once 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 on my link here just to reveal you where this shows up. 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 2 events currently that individuals can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy 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 really our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for individually meeting.

So let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a place 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you may have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the visit. If somebody is considering booking 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 have actually reserved the time will this number be revealed. 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 update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.

And finally, we can select a different color. This is extremely handy if you have several events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of

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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly appointments however things that are occurring possibly 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 submit an image.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to show you where this shows up. 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 2 occasions currently that individuals can select from and when they click on one of 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 occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of people are utilizing Calendly for one-on-one meeting.

Let’s say develop for individually. 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 reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the choice that you select, you may have some additional options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked 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 only after they’ve booked the time will this number be exposed. 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 state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page but 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 state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting.

And finally, we can select a different color. This is really valuable if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of