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 very 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.
And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 publish an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your full name. But 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters 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 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 really our primary page here on the home screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really basic here. 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 an in person conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you pick, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. So 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 now, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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. In this case again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they know what they’re getting.
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