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 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.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. 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 motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here together with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks 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, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click on my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for one-on-one conference.
So let’s say develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional options waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If somebody is considering 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 just after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. I’m simply 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 maybe some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain 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. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
Now when 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