We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can verify 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 encourage you to submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message simply 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 or some other image that you want to include here. And finally, 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 company or perhaps 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 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 home screen. I just wan na show you where some of those changes happen. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can select from and when they click one of those occasions, they are also 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 events so that it’s as simple for your potential 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 main page here on the house screen where you can add and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet with 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, the majority of people are using Calendly for individually conference.
Let’s state create 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 just your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra options waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If somebody is thinking about booking 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 have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple occasions 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 overlook especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting as well.
And finally, we can pick a various color. This is very valuable if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of