We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 examine other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections set up properly. Just 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 motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile image here together with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I have actually got 2 events currently that individuals can pick from and when they click on one of those occasions, they are also 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 individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply 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 basic here. I can recognize, oop, Satisfying 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 a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you pick, you might have some extra options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the consultation. So if someone 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 away, it’s just after they’ve booked 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 say upgrade, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect especially. 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 differentiate what this event is about compared to perhaps a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 separate URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, 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

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.

And what I mean by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 submit an image.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or possibly it’s your complete name. However remember, 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 individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can pick from and when they click on among those events, they are also 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 simple for your potential leads or for your customers 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 house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but 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 have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m simply gon na state, this is a meeting 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.

Now when we struck 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