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 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.
to check other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can link 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 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 simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into 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 easy for your potential leads or for your clients 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 edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a 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 noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional alternatives waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. If someone is thinking about scheduling 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 scheduled 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 ask to supply their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting.
Now once we struck 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