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 very 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 add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with 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 straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose 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 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 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 include and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets several guests consult with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra choices awaiting you. For instance, 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 list their telephone number. I require to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference 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 offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting too.
Now when 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