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 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.

And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to submit an image.

You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.

Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you select, you might have some additional options waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually scheduled the appointment. If somebody is considering scheduling 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’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to possibly a few of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name 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 different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting as well.

And last but not least, we can pick a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, 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 as soon as 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.

And what I suggest by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.

Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your full name. However remember, this is the URL that you are gon na be showing 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 people straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s carry on 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 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 primary page here on the home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.

So let’s say 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 simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee 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 choose this choice, my guest ought to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. If somebody is considering scheduling 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 revealed. In this case, I’m gon na state, 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 option here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have several events that you’re gon na be offering to your users. 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 maybe a few of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting too.

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