We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 suggest by this, is things beyond just Calendly visits however things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to look for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 just wan na motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click the my link.

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

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 update, that’s gon na conserve 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 event is about compared to possibly some of the other events that I have readily available.

Now when we struck next, we’re gon na get to the nuts and bolts of our event. 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’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 add one or more calendar accounts.

And what I indicate by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual 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 just wan na encourage you to submit an image.

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

Let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd 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 using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional options waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their contact number. I require to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. 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 right away, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly 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 once again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting also.

And finally, we can select a different color. This is very practical if you have multiple events, I’m gon na pick red in this case just so it sticks out from the other occasions that I’ve currently produced. Now as soon as we hit 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