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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly appointments but things that are taking place maybe in your individual 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 remain 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.

You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got 2 occasions 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 choose 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 offer it an occasion name. Now remember, 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, Fulfilling with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular 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 a lot of cases, depending upon the alternative that you pick, you may have some extra choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this option, my invitee needs 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 display this number up until they have actually reserved the visit. If somebody is considering 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 exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have multiple events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference 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 offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.

And finally, we can pick a different color. This is really valuable if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. 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 once you have actually 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.

And what I indicate by this, is things beyond just Calendly appointments 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 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 publish an image.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got two occasions presently that people 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 brand-new occasion type, which is gon na open up a new screen.

So let’s say create 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 people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference 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 pick telephone call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices 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 list their contact number. I need to understand who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. If someone is considering 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 just after they have actually reserved 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 inquire to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na ignore especially if you have several events that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe a few of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 different URL. In this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting also.

Now once 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