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 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.

And what I suggest by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 motivate you to submit an image.

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

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your reference. 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, truly easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the choice that you select, you may have some additional options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can pick this option, my invitee should call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. If someone is thinking about 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 just 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 provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however 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 say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting as well.

Now when 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 as soon as 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 indicate by this, is things beyond just Calendly consultations but things that are happening possibly in your personal 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 just wan na encourage you to publish an image.

You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.

So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location 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 meeting 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 call in this case. And oftentimes, depending on the choice that you pick, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest should call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved 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 just after they have actually reserved the time will this number be exposed. 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 say upgrade, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect particularly. So 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 possibly a few of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your main 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 specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they know what they’re getting too.

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