We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 include one or more calendar accounts.

to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have selected up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 motivate you to submit an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click on the my link.

Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization 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 site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here just to show you where this appears. 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 two events 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 enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for one-on-one conference.

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

Now as soon as 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

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 very 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 check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to add those appointments to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose include 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 just wan na encourage you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click on the my link.

Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your full name. 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here just to show you where this appears. 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 two occasions currently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy 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 main page here on the house screen where you can include and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of people 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered.

And last but not least, we can select a various color. This is really useful if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of