We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first places 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 inspect other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can confirm 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 simply wan na encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want to include here. And lastly, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple 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 main page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple guests meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for individually conference.
Let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you select, you may have some additional alternatives waiting on you. Do I wan na pick 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 require to understand who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. 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 occasion is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but 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 say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting.
And finally, we can select a different color. This is very valuable if you have multiple occasions, I’m gon na choose red in this case just so it stands out from the other events that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of