We’re gon na get things kicked off by going into our menu, into our account once 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your individual 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 use several calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to add those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm with any calendar service including 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 submit an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. Keep in mind, 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 networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click 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’ve got two events presently that individuals can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective 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 actually our main page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the alternative that you pick, you might have some additional alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if somebody is thinking about reserving 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’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main 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 specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however also if I simply paste this link and copy, they know what they’re getting also.
And finally, we can choose a different color. This is really practical if you have several events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of