We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 encourage you to upload an image.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or perhaps it’s your complete 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once 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 changes take place. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose from and when they click one of those events, they are also 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 establish one or more occasions so that it’s as simple for your prospective leads or for your customers 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 really our main page here on the home screen where you can add and modify existing events. I’ve got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually conference.
So let’s say create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved 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 conserve that option here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect especially. So 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 readily available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting.
Now once we struck 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