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 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 check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And finally, 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 have actually got 2 occasions currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.

Let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. 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, Meeting Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the alternative that you select, you might have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. So if somebody 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 now, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be using to your users. 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 event is about compared to perhaps some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page but 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 specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting.

And lastly, we can choose a various color. This is extremely valuable if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. 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 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 include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely 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 just wan na encourage you to upload an image.

Now this is probably more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website 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, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s carry on to the events themselves and how can you establish several events so that it’s as easy 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 house screen where you can include and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets numerous guests meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.

So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a location 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 perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you select, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If somebody is considering scheduling 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 scheduled the time will this number be revealed. In this case, I’m gon na state, 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 save that alternative here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.

And finally, we can select a various color. This is very handy if you have several occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of