Calendly Free Account – Easy scheduling ahead

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 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 add 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 appointments but things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for disputes more than just the one that you have actually chosen up here and you can also specify which calendar to include those visits to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate with any calendar service consisting of 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 meetings or visits that individuals 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 just when they land on your beginning 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 include here. And last but not least, we can click on the my link.

Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. But now let’s carry 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 customers 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 home screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open a new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, the majority of people are utilizing Calendly for one-on-one conference.

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 save that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have available.

And last but not least, we can pick a different color. This is really useful if you have several events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently developed. Now as soon as 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. So by opening this app, you’re gon na see a lot of

Calendly Free Account – Easy scheduling ahead

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

And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal 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 properly. 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.

Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. But 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 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 simply wan na show you where some of those changes happen. I’m gon na click my link here simply to show you where this shows up. 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 occasions presently that people can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes 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 simple for your potential leads or for your clients 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 main page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion 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 conference lets numerous guests meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for individually conference.

Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. 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, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you choose, you may have some additional choices waiting for you. Do I wan na pick if I will call my invitee 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 pick this option, my invitee must call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved 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 them to supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be offering to your users. I’m just gon na say, 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 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 currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page but 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, meeting Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting also.

Now when we hit 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