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 locations 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 suggest by this, is things beyond simply Calendly appointments however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 important than you believe. You’re gon na wan na put the name of your company 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 website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here just to reveal you where this shows up. So 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 presently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters 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 potential leads or for your customers 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 events. I have actually got two occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several guests consult with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional choices waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the appointment. So if someone 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 have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they know what they’re getting too.
And last but not least, we can select a various color. This is very valuable if you have multiple events, I’m gon na pick red in this case so it stands out from the other events that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of