We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service consisting of 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 just wan na motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your business 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at 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 reveal you where some of those modifications happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes 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 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 include and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that 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 meeting or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for individually meeting.
So let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some additional options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect particularly. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe a few of the other occasions that I have available. And then simply listed below the description, we have our event 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 but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we hit 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