We’re gon na get things kicked off by going into our menu, into our account when 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 indicate by this, is things beyond just Calendly appointments however things that are taking place perhaps 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 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 upload an image.

You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.

Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some extra choices awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved 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 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 invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting too.

Now once 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

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 very 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 bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to add those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 encourage you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.

Now this is probably more vital than you think. Most of the times, 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that people can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you establish several occasions 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 house screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either produce an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually conference.

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 conserve that alternative here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have offered.

Now as soon as 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