We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just choose include 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 simply wan na encourage you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your good profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.

Let’s say produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly simple here. So I can determine, oop, Meeting 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 meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional 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 scheduling that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest ought to 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 display this number until they have actually booked the appointment. 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 immediately, it’s just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other occasions that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific 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 simply paste this link and copy, they understand what they’re getting.

Now once 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 once 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 include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps in your personal life or other conferences 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 correctly. 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 encourage you to publish 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 company or perhaps 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 site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters 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 potential leads or for your customers to come in here and book time with you. Let’s go back 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 modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that new event 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 conference or a group meeting. Now a group conference lets several 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 the majority of cases, the majority of people 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 offer it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If someone is considering reserving 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 scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m just gon na state, 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 perhaps some 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 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. In this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they know what they’re getting as well.

And last but not least, we can select a various color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of