We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 add one or more calendar accounts.
And what I mean by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is definitely 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 simply wan na encourage you to publish an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your business or possibly 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 site or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you’ve 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 appears. This is the initial 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 on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary 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 but let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. But in many cases, most of people are using Calendly for individually meeting.
Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your reference. 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 with Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the choice that you pick, you may have some additional choices awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I need to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe some of the other events 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 organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting.
And finally, we can choose a various color. This is very helpful if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve currently created. Now once 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 event. So by opening this app, you’re gon na see a great deal of