Calendly Custom Fields – Easy scheduling ahead

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 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 examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate 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 simply wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click on the my link.

Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications take place. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design comes into 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 easy 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 really our main page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, the majority of people are using 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 say upgrade, that’s gon na conserve that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available.

Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of

Calendly Custom Fields – Easy scheduling ahead

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 first locations 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.

to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify 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. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and maybe a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And lastly, we can click the my link.

Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing 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 straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This might be great for a teacher or if you are offering 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.

So let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, 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, Meeting Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the choice that you pick, you might have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my guest should call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone is thinking about 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 just after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your complete 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 try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting.

And last but not least, we can choose a various color. This is really valuable if you have numerous events, I’m gon na select red in this case just so it stands out from the other events that I have actually currently developed. 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 people book this occasion. So by opening this app, you’re gon na see a great deal of