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 include one or more calendar accounts.

to examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify 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 properly. Simply select add calendar account here and you can confirm 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 motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And finally, we can click on the my link.

Now this is probably more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your full name. 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 simply copy and paste this and give it to people 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 go back to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click my link here just 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’ve got 2 occasions presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters 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 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 add 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 occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. I’m simply 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 offered.

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

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 very 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 add one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly appointments however 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 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.

Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. But 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications occur. I’m gon na click on my link here simply to reveal you where this shows up. 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 presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one conference.

So 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 keep in mind, 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, Meeting Scott, actually simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 option that you pick, you may have some extra options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to understand who I’m calling or I can pick this option, my invitee should call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be providing 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 event is about compared to possibly some of the other events that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe 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 try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting also.

Now when we struck 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