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 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 imply by this, is things beyond just Calendly visits but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use multiple calendars to look for disputes more than just the one that you have picked up here and you can also specify which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add 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 submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to include here. And last but not least, we can click on the my link.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion 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 offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really simple here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone 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 noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you pick, you may have some additional options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. If someone is considering scheduling 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 only after they have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na overlook particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.

Now once 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’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 add one or more calendar accounts.

to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm with any calendar service including 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 just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile image here in addition to your name and perhaps a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click the my link.

You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events currently that individuals can select 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 new screen.

So 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 reference. 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, really easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually booked 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 provide their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na state, 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 events that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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 different URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting also.

And lastly, we can pick a different color. This is really helpful if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of