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 very first locations 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.

to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include 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 simply wan na motivate you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And last but not least, we can click the my link.

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

So let’s say produce for one-on-one. 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 recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you select, you might have some extra alternatives waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If someone is thinking about 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 only after they’ve booked the time will this number be exposed. But 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 say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting.

And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na select red in this case so it stands out from the other occasions that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. 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 as soon as 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 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 mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences 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 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 encourage you to upload an image.

Now this is most likely more crucial 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. Remember, 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 just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here simply to show you where this shows up. 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 occasions presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients 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 primary page here on the house screen where you can add and modify existing events. I’ve got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually meeting.

Let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular 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 select call in this case. And in many cases, depending on the choice that you select, you may have some extra options waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my invitee must 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 display this number until they have reserved the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple occasions 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 neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. So 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 also.

And lastly, we can select a various color. This is extremely practical if you have several occasions, I’m gon na select red in this case so it stands out from the other occasions that I have actually already produced. 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. So by opening this app, you’re gon na see a lot of