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 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 imply by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to upload an image.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple for your prospective leads or for your customers 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 main page here on the house screen where you can add and edit existing occasions. I have actually 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 two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na state, 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 occasions that I have readily available.

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

to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. 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 motivate you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here together with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And lastly, we can click the my link.

Now this is probably more vital than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing 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 people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications occur. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your prospective 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 primary page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually meeting.

Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face 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 phone call in this case. And in many cases, depending on the option that you select, you might have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. 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 reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have numerous events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps 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 once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting.

Now as soon as 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