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 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 check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down listed 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 selected up here and you can likewise define 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 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and possibly a welcome message just when they arrive on your start 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 include here. And last but not least, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly 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 go back 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 just to show you where this shows up. 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 occasions currently that individuals can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of people are utilizing Calendly for one-on-one meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore specifically if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they understand what they’re getting too.
And lastly, we can choose a different color. This is extremely handy if you have several occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of