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 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 include one or more calendar accounts.

to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 motivate you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and maybe a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click the my link.

Now this is most likely more important than you think. You’re gon na wan na put the name of your company or possibly it’s your complete name. However 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 people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective 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 house screen where you can add and modify existing events. I have actually got 2 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 two options here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most 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 say 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, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have available.

Now as soon as 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

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 include one or more calendar accounts.

And what I indicate by this, is things beyond simply Calendly appointments however things that are happening perhaps 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 simply wan na motivate you to submit an image.

Now this is most likely more vital than you believe. 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 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 people directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually 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 comes into play. But now let’s carry 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 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 actually our primary page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually conference.

Let’s say 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform 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 maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you select, you might have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. 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 just 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 provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting as well.

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