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 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 indicate by this, is things beyond just Calendly consultations 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 certainly gon na be your very 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 motivate you to submit an image.

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

Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, 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 option that you pick, you might have some additional options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve 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 ask to offer their contact number. I’m gon na say upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting too.

And finally, we can select a different color. This is really helpful if you have multiple events, I’m gon na select red in this case just so it stands out from the other events that I’ve already created. 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. So by opening this app, you’re gon na see a great deal of

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 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.

to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have selected up here and you can also define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can confirm 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 simply wan na motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And finally, we can click the my link.

Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. However 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 people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for individually meeting.

Let’s say develop for one-on-one. 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 simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional options waiting for 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 note their phone number. I need to know who I’m calling or I can pick this alternative, my invitee must 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 display this number until they have scheduled the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be using to your users. I’m just gon na state, 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 maybe some of the other occasions that I have available. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business 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 different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling 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.

Now when 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