We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 check other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose 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 just wan na encourage you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message simply when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got two occasions currently that people 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 new screen.

Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide 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. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra choices waiting on you. For instance, do I wan na select 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 understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the appointment. 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’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m just 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 is about compared to perhaps some of the other events that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your main Calendly page but 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 easy for me to recognize but also if I just copy and paste this link, they know what they’re getting.

And last but not least, we can choose a different color. This is extremely handy if you have multiple events, I’m gon na pick red in this case so it stands apart from the other events that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of

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.

And what I indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain 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.

Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website 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 return to the house screen. I simply wan na show you where some 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 individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click on 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 carry on to the events themselves and how can you set up 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. 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 include and edit existing occasions. I’ve got two occasions that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for individually conference.

So let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’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 below we can include a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be using to your users. I’m simply gon na say, 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 possibly some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name 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. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

And last but not least, we can pick a different color. This is extremely practical if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of