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 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.

And what I imply by this, is things beyond simply Calendly visits but things that are happening maybe in your personal life or other meetings 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 properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage 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 two occasions currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.

Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform 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 possibly something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you choose, you might have some additional options awaiting you. Do I wan na select 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 need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved 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 inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous 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 overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion 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 already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they know what they’re getting as well.

And lastly, we can select a different color. This is really practical if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So 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 once 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 examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify 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 meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along 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 include your company logo design or some other image that you want to add here. And finally, we can click on the my link.

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

Let’s state produce 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 simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you choose, you might have some extra alternatives waiting on 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 require to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve scheduled 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 say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our occasion 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 main 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. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.

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