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 locations 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 inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose 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 motivate you to publish an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or maybe it’s your full 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 individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design comes into 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 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 truly our primary page here on the home screen where you can include and edit existing events. I’ve got 2 events that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new event 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 meeting. Now a group conference lets several guests meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of people are using Calendly for individually conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific 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 select telephone call in this case. And oftentimes, depending on the alternative that you select, you might have some additional options waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their telephone number. I need to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the consultation. If somebody is thinking about booking 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your primary 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 specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting as well.
Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of