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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have selected up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate with any calendar service consisting of 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 simply wan na encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps 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 add your company logo 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 crucial than you think. In many cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that people can choose 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. But now let’s carry on to the occasions themselves and how can you set up one or more events 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 truly our main page here on the house screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals 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 give it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending on the choice that you pick, you might have some additional options waiting for you. Do I wan na choose 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 require to understand who I’m calling or I can pick this option, my guest must 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 until they have scheduled the consultation. If someone is thinking about scheduling 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 just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m simply gon na state, 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 maybe some of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting.
Now once we hit 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