We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very 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.
And what I indicate by this, is things beyond just Calendly consultations however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 simply wan na encourage you to upload an image.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing 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 individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s move on to the events themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your clients 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 truly our main page here on the house screen where you can add and edit existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one conference.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the choice that you choose, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na neglect particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting.
And finally, we can choose a different color. This is really valuable if you have several events, I’m gon na choose red in this case so it stands apart from the other occasions that I have actually currently produced. Now once we struck 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