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 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 include one or more calendar accounts.

to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include 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 just wan na encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.

So let’s state create for individually. 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 just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the choice that you select, you may have some extra options waiting on 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 reserving that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your full 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 try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting.

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

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 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 inspect other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate 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 encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click the my link.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. However keep in mind, 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 at your Calendly page. All right, when 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 take place. I’m gon na click on my link here simply to reveal you where this appears. 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 events presently that people can pick from and when they click one of those events, they are likewise 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 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 home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one conference.

Let’s say produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a phone 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 listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the option that you choose, you might have some extra options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their contact number. I require to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve booked the time will this number be revealed. 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 say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore specifically if you have multiple occasions 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 occasion is about compared to possibly some of the other events that I have readily available. And then 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 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. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting too.

And lastly, we can pick a different color. This is very helpful if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of