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 add one or more calendar accounts.
And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your organization or perhaps it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks 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 go back to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 really our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and create a 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 create an one-on-one conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing 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 in a lot of cases, depending on the option that you select, you may have some extra options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their contact number. I require to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. So 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 immediately, 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 guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly 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 again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying 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 as well.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of