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 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 imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to include those visits to. So this is absolutely gon na be your really first stop to make sure that you have your calendar connections established properly. Just select add calendar account here and you can validate 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 motivate you to publish an image. If this is conferences or consultations 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 land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click on the my link.

Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your business or maybe 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events 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 really our main page here on the home screen where you can include and modify existing events. I’ve got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.

Let’s say produce 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place 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 conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you select, you may have some extra alternatives waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or possibly your full 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 once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they know what they’re getting as well.

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 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 examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections set up properly. Simply 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 simply wan na encourage you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here together with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click on the my link.

Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly 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 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, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into 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 easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. 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 provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the choice that you pick, you might have some extra alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee needs 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 display this number until they have actually reserved the visit. So if somebody 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 exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe a few of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe 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 specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they know what they’re getting.

And finally, we can choose a various color. This is extremely handy if you have several occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of