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 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 add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to show you where this shows up. 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 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 comes 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 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 really our primary page here on the home screen where you can include and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually meeting.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the alternative that you pick, you may have some extra alternatives waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be offering to your users. So I’m simply 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 perhaps some of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they know what they’re getting as well.
And finally, we can choose a different color. This is very practical if you have multiple events, I’m gon na select red in this case so it stands apart from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of