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.

And what I mean by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 upload an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those events, 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 new screen.

Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step 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 possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional options awaiting you. For instance, 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 list their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. 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 just after they’ve 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 them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting 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 readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps 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 specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting too.

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 once 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 very 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 may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add 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 submit an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise 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 last but not least, we can click on the my link.

Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo 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 simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.

So let’s say create for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you pick, you might have some extra alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled 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 right away, it’s just after they have actually reserved 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 supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na overlook especially if you have several 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 separate what this event is about compared to possibly some of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page however 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 particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting also.

Now as soon as 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