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.
to check other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for disputes more than just the one that you have selected up here and you can likewise define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just 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 just wan na encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on 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 the my link.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing 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 people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just 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 have actually got 2 events currently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional choices waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the appointment. If someone is considering reserving 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 just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have several 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, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting.
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