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 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 reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established correctly. Just choose include calendar account here and you can validate 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. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice 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 fast stop at the branding page to include your company logo design 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 perhaps it’s your full name. I’ve got two events currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.

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 say update, that’s gon na conserve that option 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 occasions that I have readily available.

Now once 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 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 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 might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for disputes more than just the one that you have picked up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service consisting of 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 upload an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps 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 add your business logo design or some other image that you would like to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 occasions presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose 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 event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you pick, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can pick this option, my invitee 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 display this number until they have actually scheduled the consultation. So 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 now, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook specifically. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your primary 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. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they understand 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