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 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 check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your extremely 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 simply wan na motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two events currently 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 pick that new occasion type, which is gon na open up a brand-new screen.

So let’s say produce for one-on-one. On this screen, the first thing that we require 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 people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional alternatives awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice 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 do not wan na neglect especially. I’m simply gon na state, this is a conference 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 available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 different URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting too.

Now when 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 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.

And what I mean by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other conferences 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 properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your complete 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once 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 take place. I’m gon na click on my link here just 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 have actually got two events presently that people can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the events themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back 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 occasions. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for individually meeting.

Let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply 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, Fulfilling with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the alternative that you select, you might have some extra alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the visit. If someone 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 inquire to provide their telephone 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 don’t wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. 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 maybe some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.

And finally, we can choose a different 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’ve already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of