Calendly Ngoc Phan 2022

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 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.

to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly consultations but things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to add those visits to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can authenticate 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 visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, we can click the my link.

Now this is probably more important than you think. Most of the times, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect 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 land on your Calendly page. All right, once 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. 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 two occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Today let’s move on to the events themselves and how can you set up one or more 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 actually our primary page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for one-on-one meeting.

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 state update, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available.

And lastly, we can select a different color. This is very useful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of