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 add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 encourage you to upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. Keep in mind, 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 people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here simply to show 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 occasions currently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters 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 prospective 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 really our main page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you choose, you may have some extra options waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. If someone is thinking about booking 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 reserved 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 supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization 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 once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know 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