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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can use multiple calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm 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 just wan na encourage you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly 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 include your company logo or some other image that you would like to include here. And finally, we can click the my link.

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

So let’s say develop 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 reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you choose, you might have some additional options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. So if somebody is considering booking 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 have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say 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 listed below we can add a description which is something you do not wan na neglect specifically. I’m simply gon na say, this is a meeting 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 events that I have offered. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.

Now as soon as we struck 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

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 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 examine other bookings that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually selected 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 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 simply wan na encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And finally, we can click on the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two occasions currently that people can select 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 new screen.

Let’s say create 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 just your recommendation. 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 identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform 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 possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you choose, you may have some additional options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. So if somebody is thinking about 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 have actually 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main 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. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting.

Now once 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