Calendly Tutorial For Business Owners 2022

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 locations 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 bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify with any calendar service including 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 just wan na encourage you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.

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

So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you choose, you may have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone is thinking about booking 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 just after they’ve 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 provide their phone number. I’m gon na say 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 neglect specifically if you have multiple occasions that you’re gon na be using to your users. So I’m just gon na state, this is a meeting 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 occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 try 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 recognize however also if I simply paste this link and copy, they understand what they’re getting.

And lastly, we can choose a various color. This is very helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of

Calendly Tutorial For Business Owners 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 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 include one or more calendar accounts.

to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Simply select include calendar account here and you can verify with any calendar service including 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 upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got 2 occasions currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.

Let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just 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, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to include an area 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you pick, you might have some extra choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. If someone is considering scheduling 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 guests ’cause I’m gon na ask to supply their contact number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business 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 different URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know 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