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 places 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 include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, 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 people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s move on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your customers 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 house screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for individually meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. 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, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. 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 only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have offered. 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 company 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 separate URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.
Now as soon as 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