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 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 indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just choose include calendar account here and you can verify with any calendar service consisting of 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 upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click the my link.

Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can pick from and when they click one of 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 occasions themselves and how can you set up one or more events so that it’s as easy for your prospective 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 include and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with 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. However in most cases, the majority of people are utilizing Calendly for one-on-one meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe 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 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 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 mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal 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 correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.

You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got two events currently 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 choose that new event type, which is gon na open up a brand-new screen.

So let’s state produce for one-on-one. 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 simply gon na call this one, Fulfilling with Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some extra options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their contact number. I need to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if somebody is considering reserving 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 only after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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 different URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they understand what they’re getting.

And lastly, we can pick a various color. This is very valuable if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve currently produced. Now when 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. So by opening this app, you’re gon na see a great deal of