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 places 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 include one or more calendar accounts.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate with any calendar service including 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 encourage you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and maybe a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. 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 individuals directly 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 just wan na show you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s proceed 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 clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an individually meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the choice that you select, you might have some extra alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting too.
And last but not least, we can choose a various color. This is very practical if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of