Using Calendly 2022

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 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 just Calendly appointments but things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for conflicts more than just the one that you have chosen up here and you can also define which calendar to include those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify with any calendar service consisting of 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And lastly, we can click the my link.

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

So let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. 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, Consulting with Scott, actually basic here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps 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 many cases, depending upon the alternative that you select, you may have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If somebody is thinking about booking 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 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. Down below we can add a description which is something you do not wan na neglect especially if you have numerous 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, just something so they can separate what this occasion is about compared to possibly a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete 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 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 recognize but also if I just copy and paste this link, they know what they’re getting.

And lastly, we can choose a different color. This is really useful if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I’ve already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of

Using Calendly 2022

We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 submit an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And lastly, 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 complete name. Keep in mind, 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 simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually 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 just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s proceed to the occasions themselves and how can you establish several events so that it’s as easy for your potential leads or for your customers 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 actually our primary page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create 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’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple guests meet you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually conference.

So let’s say create for one-on-one. 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 recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the alternative 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 need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the visit. 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 right away, it’s just after they have actually booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have numerous events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook specifically. 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 occasion is about compared to maybe some of the other events that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting.

And lastly, we can pick a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it sticks 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 event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of