We’re gon na get things kicked off by going into our menu, into our account once 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 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 just Calendly consultations however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click 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 two occasions presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into 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 simple for your potential leads or for your clients to come in here and book time with you. So let’s return 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 edit existing events. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals 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 offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the option that you select, you may have some extra alternatives waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their contact number. I need to understand who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If somebody 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’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting as well.

Now once 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

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 very 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 might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can validate with any calendar service consisting of 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 encourage you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click the my link.

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

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, Fulfilling with Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to include an area 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 meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 select, you might have some extra alternatives awaiting you. 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 note their phone number. I need to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if somebody 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 just after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting.

And finally, we can choose a different color. This is extremely practical if you have multiple events, I’m gon na choose red in this case so it stands out from the other events that I have actually already created. Now when we hit 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. By opening this app, you’re gon na see a lot of