How Do I Set Up 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 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 bookings that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can validate 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 encourage you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and maybe a welcome message just when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you would like to add here. And finally, we can click the my link.

Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal 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 initial 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 one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the occasions themselves and how can you establish several events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually conference.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. 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 readily available.

And lastly, we can select a different color. This is extremely practical if you have multiple occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of

How Do I Set Up 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 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 add one or more calendar accounts.

to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your extremely 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 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 appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, we can click the my link.

You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got two events currently that people 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 new event type, which is gon na open up a new screen.

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 state upgrade, that’s gon na save that choice here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available.

And last but not least, we can select a various color. This is extremely handy if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of