Calendly Limiting Number Of Appointments A Client Can Set – Easy scheduling ahead

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.

to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have selected up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here in addition to your name and maybe a welcome message just when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.

Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link 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 on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show 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 currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your clients 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 primary page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for one-on-one conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered.

Now when 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