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 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.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just select add calendar account here and you can confirm 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 just wan na encourage you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your company or possibly it’s your full 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 simply copy and paste this and give it to individuals directly 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 go back to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently 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 play. Today let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 really our main page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either produce an individually conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one meeting.

Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a telephone 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 listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually booked 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 provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na say, this is a conference 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 events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they know what they’re getting.

Now when we struck 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

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 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.

And what I mean by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely 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 simply wan na motivate you to publish an image.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.

So let’s state create for one-on-one. On this screen, the first thing that we require to do is give 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. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending upon the option that you pick, you might have some additional options awaiting you. Do I wan na choose 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 select this alternative, my invitee needs to call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. 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 only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have multiple occasions that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your service 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 different URL. In this case once 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 simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting too.

Now as soon as 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