We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 imply by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And 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 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 edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be excellent for a teacher or if you are providing 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 conference.

In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save 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 differentiate what this event is about compared to perhaps some of the other occasions that I have available.

And last but not least, we can select a various color. This is extremely handy if you have several events, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So 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’ve signed up with Calendly. And one of the 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.

to check other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. Just choose 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 motivate you to publish an image. If this is meetings or consultations that people are going to be scheduling with you, I advise 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 action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And lastly, we can click the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But 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 networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show 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 have actually got 2 events currently that individuals 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 design enters into play. But now let’s carry on to the events themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually conference.

So let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific 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 call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. So if someone is thinking about scheduling 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 reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly 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. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting also.

And last but not least, we can pick a different color. This is very handy if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve already created. 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. By opening this app, you’re gon na see a lot of