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 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.

And what I suggest by this, is things beyond just Calendly visits however things that are happening perhaps in your individual 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 properly. 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.

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

So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional options waiting for you. Do I wan na choose 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 need to understand who I’m calling or I can pick this choice, my invitee should call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. If somebody is considering scheduling 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option 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 overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly 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 already talked briefly about having your domain or your company name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting.

And finally, we can choose a various color. This is extremely helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. 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 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 add one or more calendar accounts.

And what I mean by this, is things beyond just Calendly appointments but things that are happening perhaps in your individual life or other meetings 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 simply wan na encourage you to submit an image.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site 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, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters 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 simple 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 truly our primary page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet 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. But in many cases, most of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. I’m simply gon na say, 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 events that I have offered.

And lastly, we can choose a various color. This is extremely helpful if you have several events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of