How To 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 very first places 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 consultations however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is absolutely 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 upload an image.

You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got two events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.

So let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the alternative that you select, you may have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. So 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 perhaps a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they know what they’re getting also.

And finally, we can choose a different color. This is very practical if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other events that I have actually already created. Now when 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. By opening this app, you’re gon na see a lot of

How To Set Up Calendly – Easy scheduling ahead

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 first places 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 just Calendly consultations but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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.

Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or perhaps 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 networks accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. 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 occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. And 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 really our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually meeting.

Let’s say produce for one-on-one. 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. So I’m just gon na call this one, Meeting Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you choose, you may have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have reserved the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na state update, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. So 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 has to do with compared to maybe some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.

Now as soon as we hit 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