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 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.

And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 motivate you to submit an image.

Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or perhaps it’s your complete 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 networks accounts or you can simply copy and paste this and give it to people 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 simply wan na show you where some of those modifications occur. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your customers 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 primary page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that new event type, which is gon na open a new screen. We’ve got two choices here, we can either produce an individually conference or a group meeting. Now a group conference lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for individually conference.

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 state upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available.

Now when 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

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 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 inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to include those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify with any calendar service consisting of 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 upload an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here in addition to your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to include here. And lastly, we can click the my link.

Now this is probably more important than you believe. Most of the times, you’re gon na wan na put the name of your organization or maybe 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 connect from your website 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 have actually been finished with your account settings, let’s return to the home 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 shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. 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 add and modify existing occasions. I have actually got two events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either create an individually meeting 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 offering a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one conference.

Let’s say produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you select, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually scheduled 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 provide their contact 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 providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your complete 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also 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