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 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 check other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply select add calendar account here and you can verify 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 just wan na encourage you to publish an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile image here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast 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 vital than you believe. You’re gon na wan na put the name of your company or maybe it’s your complete 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal you where this appears. 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 occasions presently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy for your potential leads or for your customers 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 primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the option that you pick, you might have some extra alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I need 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 excellent thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve booked 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 them to provide their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with 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 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 separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can choose a different color. This is really valuable if you have numerous events, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of