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

to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your great profile photo here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 easy for your potential 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 primary page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for one-on-one meeting.

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 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 perhaps some of the other events that I have readily available.

And last but not least, we can pick a various color. This is really handy if you have numerous events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this 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 when you have actually 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.

And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your really 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 encourage you to submit an image.

Now this is probably more important than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. But keep in mind, 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 directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where people 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 among those events, 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 easy for your prospective 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 really our primary page here on the house screen where you can include and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for individually conference.

Let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your referral. 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, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending on the alternative that you select, you may have some extra options awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I require to understand who I’m calling or I can pick this alternative, my invitee 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 show this number till they have scheduled the appointment. So if somebody is thinking about 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 exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect particularly if you have several events that you’re gon na be using 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 occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting also.

And finally, we can choose a various color. This is very useful if you have multiple occasions, I’m gon na choose red in this case so it stands out from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of