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 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.

And what I suggest by this, is things beyond simply Calendly visits however things that are happening maybe 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 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 publish an image.

You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got 2 events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.

So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps 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 on the alternative that you select, you might have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If somebody is considering 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 only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook specifically. So 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 possibly some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your full 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 once 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 also if I simply paste this link and copy, they know what they’re getting as well.

And finally, we can choose a different color. This is really handy if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. 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’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 reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your really 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click on the my link.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or possibly 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 just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here just 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 2 events presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into 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 easy for your potential 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 truly our primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new occasion 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 produce an individually meeting or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually meeting.

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 alternative here. 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 possibly some of the other occasions that I have readily available.

And lastly, we can select a different color. This is really handy if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve already developed. 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 people book this event. So by opening this app, you’re gon na see a great deal of