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 check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening possibly in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to look for disputes more than just the one that you have chosen up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply select include calendar account here and you can validate 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 publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. 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 currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed 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 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 main page here on the home screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some extra alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have booked the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business 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. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting too.
Now as soon as 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