Calendly Event Types 2022

We’re gon na get things kicked off by going into our menu, into our account once 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 however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 just wan na encourage you to upload an image.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting 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 pick phone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na overlook particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some 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 or your business name or possibly 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 particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting also.

And finally, we can pick a different color. This is really practical if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already developed. Now once 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 Event Types 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 include one or more calendar accounts.

to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply choose add calendar account here and you can verify 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 motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here in addition to your name and maybe a welcome message just when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include 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 maybe 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 people straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals 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 comes into play. Today let’s proceed to the events themselves and how can you establish one or more events 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 occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees 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 a lot of cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have available.

And last but not least, we can choose a various color. This is very helpful if you have several occasions, I’m gon na pick red in this case so it stands out from the other occasions that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of