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 locations 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 include one or more calendar accounts.

to examine other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just select 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 publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here together with your name and perhaps a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And lastly, we can click on the my link.

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

In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice 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 perhaps some of the other events that I have offered.

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 once you have actually signed up with Calendly. And one of the first locations 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 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 taking place possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those visits to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 simply wan na motivate you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here together with your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And finally, we can click on the my link.

Now this is most likely more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your complete name. Remember, 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 simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. 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 presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s carry 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 really our primary page here on the home screen where you can add and modify existing events. I have actually got two occasions 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 a new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for individually meeting.

In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option 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 perhaps some of the other events that I have offered.

Now when we hit 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