We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first locations 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 inspect other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply select add calendar account here and you can validate 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. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. But 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 directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. But 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of people are utilizing Calendly for one-on-one conference.
Let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the option that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if someone is considering reserving 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 say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na neglect particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your main Calendly page but 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 possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a various color. This is very handy if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently developed. Now once 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 lot of