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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise specify 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. Just select include calendar account here and you can confirm 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 simply wan na motivate you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here together with your name and perhaps a welcome message just when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And last but not least, we can click the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. But keep in mind, 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 people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions 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. 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 edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous 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. However in most cases, the majority of people are utilizing Calendly for one-on-one conference.

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 say update, that’s gon na save that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other events that I have available.

And last but not least, we can select a different color. This is very practical if you have numerous events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually currently produced. Now as soon as we struck 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

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 reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can validate 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. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and maybe a welcome message just when they land on your start 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 want to include here. And lastly, we can click on the my link.

Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your business or maybe 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes occur. 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 people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s move on to the events themselves and how can you establish one or more occasions 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 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 edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, the majority of individuals are utilizing Calendly for individually conference.

Let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. 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, truly easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the alternative that you pick, you may have some additional choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually booked the time will this number be revealed. But 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 say update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na ignore specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly a few of the other occasions 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 perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise 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 event. By opening this app, you’re gon na see a lot of