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 very 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.

And what I indicate by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences 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 correctly. 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 motivate you to upload an image.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks 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 have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications 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’ve got 2 occasions currently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes 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 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 truly our primary page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-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 invitees meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one meeting.

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. I’m just gon na say, 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 perhaps some of the other events that I have readily available.

And finally, we can select a various color. This is very useful if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal 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 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 inspect other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for disputes more than just the one that you have picked up here and you can also define which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly a welcome message just when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is probably more crucial than you believe. In many cases, 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes 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 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 really our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, the majority of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply 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 conference 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 events that I have offered.

Now as soon as 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