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 add one or more calendar accounts.

to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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 encourage you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly 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 design or some other image that you want to include here. And lastly, we can click the my link.

Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with 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 individuals 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 just wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So 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 people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into 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 easy for your potential leads or for your clients 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 main page here on the house screen where you can include and edit existing events. I’ve got 2 occasions 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 brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be terrific for a teacher or if you are offering 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 meeting.

In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available.

And lastly, we can select a various color. This is really helpful if you have numerous events, I’m gon na select red in this case so it stands out from the other events that I have actually already created. 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 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 once 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 imply by this, is things beyond just Calendly consultations but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is definitely 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 simply wan na motivate you to upload an image.

Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization or possibly 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 link from your site or your social media accounts or you can simply copy and paste this and give it to individuals directly 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 home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply 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 2 events presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can include and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for individually meeting.

Let’s say create for individually. On this screen, the first thing that we require to do is provide 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, Fulfilling with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the alternative that you choose, you might have some additional options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps 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. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.

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