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 very 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 imply by this, is things beyond just Calendly appointments however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your service or possibly it’s your full name. However remember, 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 just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve 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 modifications happen. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your potential 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 primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an individually conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you select, you might have some additional alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my guest ought 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 actually scheduled the visit. If somebody 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 only after they’ve scheduled 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 conserve that choice here. Down below we can add a description which is something you don’t wan na ignore particularly if you have several occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting 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 a few of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting too.
And finally, we can pick a different color. This is extremely handy if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of