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 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 indicate by this, is things beyond just Calendly consultations but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 probably more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just 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 occasions currently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters play. But now let’s proceed to the events themselves and how can you establish several events so that it’s as easy for your prospective 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 main page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually meeting.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the option that you select, you might have some extra choices awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they understand what they’re getting as well.
Now as soon as 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