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 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.

to check other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings 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 just the one that you have actually chosen up here and you can likewise specify which calendar to add those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established correctly. Just select 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 simply wan na encourage you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and maybe a welcome message just when they land on your start 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 would like to include here. And finally, we can click on the my link.

Now this is probably more crucial than you believe. You’re gon na wan na put the name of your service or perhaps it’s your complete name. But 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications take place. 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 presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the events themselves and how can you establish several 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 truly our main page here on the house screen where you can include and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.

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 save that choice 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 differentiate what this event is about compared to perhaps some of the other events that I have available.

And finally, we can select a various color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other events that I have actually already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. 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 once 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 include one or more calendar accounts.

to examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually picked up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose add 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 encourage you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe 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 add your business logo design or some other image that you would like to add here. And finally, we can click the my link.

You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you select, you might have some additional alternatives awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. If somebody is considering booking 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 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 state update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they understand what they’re getting.

Now once 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