Calendly Support – Easy scheduling ahead

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 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 might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 just wan na encourage you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And lastly, 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 company or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly 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 some of those changes happen. I’m gon na click my link here just 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 currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s proceed to the occasions themselves and how can you establish 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. 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 occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save 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 distinguish what this event is about compared to possibly some of the other occasions that I have readily available.

Now once 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

Calendly Support – Easy scheduling ahead

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 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.

And what I suggest by this, is things beyond simply Calendly visits but things that are taking place maybe in your personal life or other meetings 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 correctly. 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 motivate you to publish an image.

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

Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional alternatives awaiting you. For example, do I wan na choose 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 require to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If somebody is thinking about 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to possibly a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting.

And finally, we can choose a various color. This is very helpful if you have numerous events, I’m gon na choose red in this case so it stands out from the other events that I have actually currently developed. Now as soon as 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 occasion. So by opening this app, you’re gon na see a great deal of