We’re gon na get things kicked off by going into our menu, into our account as soon as 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 examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is certainly 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 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 just wan na motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And finally, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. So 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 presently that people can choose 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 occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential 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 truly our main page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new occasion 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 several invitees meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of individuals are utilizing Calendly for one-on-one meeting.

Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, 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 on the alternative that you choose, you may have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require 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 choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. If someone is thinking about booking 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 only after they have actually booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to possibly some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization 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 attempt make it as specific as possible. Perhaps I’m gon na say, 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 once 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

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 very 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 add one or more calendar accounts.

to inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several 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 add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, 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 lastly, we can click the my link.

Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your company or perhaps 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 site or your social networks accounts or you can just 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 have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters 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 potential 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 house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several guests meet you at a single time. This might be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals 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 provide their phone number. I’m gon na say upgrade, that’s gon na save 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 occasion is about compared to maybe some of the other events that I have offered.

And lastly, we can select a various color. This is extremely valuable if you have multiple events, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of