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 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 just Calendly consultations however things that are happening maybe in your personal 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got 2 occasions currently that individuals can pick from and when they click on one of those occasions, 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.

Let’s state develop 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 reference. 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 with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you select, you might have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve scheduled 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 provide their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page but 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. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they know what they’re getting also.

Now when we struck 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

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 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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings 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 disputes more than simply the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Just choose include calendar account here and you can confirm 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 just wan na encourage you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click on the my link.

Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your complete 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 networks 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 return to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those occasions, they are also 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 events so that it’s as simple 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 actually our primary page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have available.

And last but not least, we can pick a different color. This is really practical if you have multiple occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve already created. Now once we struck 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