Help Center Calendly – Easy scheduling ahead

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 suggest by this, is things beyond simply Calendly visits but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 publish an image.

Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, 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 networks 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, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show 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’ve got 2 events presently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple 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 truly our primary page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.

Let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you choose, you might have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their contact number. I require to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the visit. If somebody is considering 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’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed 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 state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly 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 particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, 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