 in today's video I'm going to show you how to set up a Calendly account so you could schedule meetings so basically what you're going to do is you're going to go up here to the very top and you're going to click on sign up and it's going to tell you to enter in your email to get started so I'll just I'll just put a demo one that I have and I'll just hit get started and then it's you can either sign in through your Google account or if you want to just use a different password then you just select right here and do the password I'm just gonna go ahead and sign up with Google but again if you want so basically if your Gmail password is you know password 123 then if you sign up with Google whenever you log into Calendly your password would also be password 123 so this is where if you want your Gmail and your Calendly to be a separate password that's why you would click here now it's just telling the Calendly once access to your Google account that way you can see your calendar basically so you click allow again you may be using a different email service maybe you're looking maybe you're using Outlook or something but you just it'll take you through those steps right so then it says create your Calendly URL so right here so basically you'll have your link that you could send people to schedule appointments with you will be Calendly comm forward slash whatever you end up doing here and then so we're going to just do looks like that's available now if it's not available it'll be red and it'll tell you to choose a different one so if you put a space it's gonna put these little hyphens in between it and the reason being is because it's gonna be a URL so that's why it has to have a you can't have spaces and a URL URL just a web address up here you select your time zone right now it's telling me my Google calendar is connected and Calendly will auto check your calendar for busy times and add no events as they are scheduled here's how Calendly will work with Josh Hadley demo at gmail.com see what this says if we hit edit that's fine that's just saying it's setting up with calendar and and you could you could have selected set up without calendar if you don't use a calendar some people will use a paper calendar that that's for electronic type stuff all right then you want to select your availability on so my Fridays mine's gonna be from 10 a.m. to 3 p.m. so you could select every single day if you want I'm just setting this up for Fridays only I'll be my only meeting days that I'm gonna schedule for this particular demo check make sure I'm good what is my day-to-day at work so you do sales or marketing whatever my select over over here is tell me these are my steps so I'm just gonna close this out now looks like they already have some templates set up for you so you do 15 30 60 minute meeting so you go in there if you like I'm gonna go ahead and just set up a new event type and I'm gonna do a 45 minute meeting I'm gonna do one-on-one it looks like you do groups if you want this is helpful for tours webinars classes and workshops and I'm just gonna do one-on-one and the event name so you remember my link I started it out being Calendly.com forward slash Friday hyphen consultation then the event name whatever you put there will be at the end of that URL I believe so be like Calendly.com forward slash you know Friday hyphen consultation forward slash you know one-on-one and then location this will be a phone call and you select I will call my invite or my invite should call me I'm gonna say I will call my invite this is you put some instructions so whenever they go to schedule you put something like you know this is a phone call about you know loan applications only if you want to schedule a call for and then here's where I was talking about so there's where the Friday consultation is and then one-on-one and you choose the event color you may have different one set up so like back on that last screen there was a we had the 15 minute 30 minute and 60 minute and they were all different colors so that's how you just separate them all right so I'll select blue all right when can people book this event we're gonna do 45 minute duration or you can just do a customized one date range events can be scheduled over 60 rolling days and for date range or indefinitely okay that's just saying that that's just saying that don't only let them go out 60 days so I want to do 14 days we'll just do two weeks so that's basically right there's two weeks so it's only gonna let them schedule out two weeks it won't go any more past that but these will be all the available days going forward so you'll see you know I'll be 14 days and then anything from 13th on won't be able to make those appointments now of course once it goes tomorrow then this day will free up because it'll go 14 days and right here's your time zone so right now we have Eastern's that's fine so you could edit it there now let's go ahead and take a look at these advanced options right here all right availability increments set the frequency of available time slots for your invites event max per day so this is if you only want to have so many this is only if you want to have so many meetings per day so like once you reach three then I'll shut off for that particular day so just do for actually I'll just leave it blank use the setting to prevent last minute events so won't let people schedule an appointment that's within four hours it's fine I'm just gonna keep it there buffer this is the set aside preparation rest or travel time before you're after your events right so maybe you want to have a 15 minute buffer and because that's a 45 minute meeting and then I'll take 15 minutes before the next one I won't hide this from the main Calendly page next so there's that now here's some additional options I'm gonna click to invite questions alright this is so whenever they schedule their appointment this is the information one click name email phone number so you call them they could add guests and then anything else with the meeting that they want to share and if I mean another option will be you know is this a purchase or refinance and you just do like radio buttons if you want and you put purchase here you can also put other right there if you want I just went ahead and delete that I don't need that in here hit save and close next we'll go to notification and cancel cancel policy calendar invitations an event will be created in your calendar and your invitee will be added as an attendee okay that's basically just saying that it's gonna go to your calendar you can actually personalize how it shows up okay so invitee full name that would be the person scheduling an appointment with you and your name and then the body of it would say event name and description location questions that type of stuff so email reminders and invitee will receive a reminder email before scheduled event as time so I'm gonna hit on personalize so the subject line would just say reminder event name which would be like one-on-one one-on-one consultation with Nathan at you know whatever time they scheduled on the date that they scheduled and then high invitee so whoever your client is or prospect this is a friendly reminder that your event name with Nathan is at this time on this date location be the phone event description questions and answers all right we do that 24 hours and we could also do one hour before email follow-up request a review or prompt next steps with an automated email sent after the event is over this would be good for if maybe you wanted to send your link so they could review you on Google afterwards have them send an email and they get text reminders turn that on and cancellation policy cancellation policy could be something like you know if you cancel this meeting it's a $25 fee again you probably won't need that be more for like a doctor's office or something like that I guess confirmation page it's just after they schedule it this will give them a confirmation and you could also send them to maybe your website if you wanted to afterwards and then if you want to click payments all right and you can just kind of click on this view live page there you go and you see that right here that's what it look like whenever they go to schedule and again it's gonna only go up there's 14 days that we selected so tomorrow since it's the next day oh add the 14th day here and so on I guess it wouldn't be on Saturday it'd be on Monday but alright so that's good now what we could do is we can go up here to account and we can do account settings and you can upload your picture here your name there's a welcome message date format so you can upload your picture right here and you click save changes good branding you put your company logo right here you change your link right here and your login information and that's how you set up a calendar link and then they'll email you then right here you could so let's see here so I can deactivate or delete this one and I basically go through here and just delete anyone's and I'm not using and then once people schedule their once they schedule there's their meetings with you you'd also go in here to schedule events and then look in here of your scheduled meetings basically of course it if you integrate it with calendar then it's gonna show up on your calendar too so but that's how you set up a Calendly appointment scheduler