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 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 indicate by this, is things beyond simply Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is definitely 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 simply wan na encourage you to publish an image.

You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 events currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.

Let’s state produce for one-on-one. 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place 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 using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the choice that you select, you may have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my invitee needs to 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 up until they have actually scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m just gon na say, this is a conference 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 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 complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting.

And last but not least, we can pick a different color. This is really handy if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this 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 when you’ve 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.

And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to submit an image.

Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe 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 connect from your site or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here just 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’ve got two occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. But now let’s move on to the occasions themselves and how can you set up one or more occasions 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 main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for individually meeting.

So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location 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 conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra alternatives waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the consultation. If someone is considering 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 only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. I’m just 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 possibly some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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 separate URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting.

And finally, we can choose a various color. This is very handy if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of