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 include one or more calendar accounts.

And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal 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 properly. 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 encourage you to submit an image.

Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as 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 changes happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events currently that people can choose from and when they click on one of those events, they are also 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 establish 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 actually our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one conference.

In this case, I’m gon na state, 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 say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have readily available.

And last but not least, we can pick a various color. This is very valuable if you have several occasions, I’m gon na pick red in this case so it stands out from the other events that I have actually currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. 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 when 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 add one or more calendar accounts.

to inspect other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click on my link here simply 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’ve got 2 occasions presently that individuals can choose from and when they click on 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 occasions so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, most of people are utilizing Calendly for one-on-one meeting.

Let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include an area 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 using Google Meet, Zoom, GoToMeeting or maybe something custom-made, 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 option that you select, you may have some extra choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone 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 state, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na neglect particularly if you have several events that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting 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 events that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting.

Now when we hit 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