We’re gon na get things kicked off by going into our menu, into our account once 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.
And what I imply by this, is things beyond simply Calendly visits but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely 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 motivate you to upload an image.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But remember, this is the URL that you are gon na be sharing with 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 people straight so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. 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 tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the option that you pick, you may have some additional options 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 scheduling that time to note their phone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the appointment. If somebody is considering reserving 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 scheduled 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 upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. 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 occasion has to do with compared to perhaps some of the other events that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly 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 again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know 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 occasion. By opening this app, you’re gon na see a lot of