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 include one or more calendar accounts.

And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 believe. In many cases, you’re gon na wan na put the name of your business or perhaps 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 media accounts or you can just copy and paste this and give it to people 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 house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on 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 events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 really our main page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop 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 an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available.

And lastly, we can pick a different color. This is very useful if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already created. 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 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 as soon as 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.

And what I mean by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely 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 simply wan na motivate you to submit an image.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events presently that people can choose from and when they click on one of those occasions, they are also 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 say develop for one-on-one. 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. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a place 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 particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you choose, you may have some extra options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest needs to 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 actually scheduled the consultation. So if somebody is thinking about scheduling 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 just after they have actually booked the time will this number be exposed. 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 state update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to perhaps a few of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I just copy and paste this link, they understand what they’re getting.

And lastly, we can pick a different color. This is extremely practical if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already developed. Now when we hit 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