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 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 include one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 encourage you to submit an image.

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

So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the alternative that you choose, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually booked 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 provide their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to perhaps some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now once 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

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 include one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate 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 just wan na encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe 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 design or some other image that you would like to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 occasions currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. 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, Consulting with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some extra options waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if somebody is thinking about booking 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be using 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 separate what this event is about compared to maybe some of the other events that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business 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 separate URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting.

And finally, we can select a different color. This is extremely practical if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of