We’re gon na get things kicked off by going into our menu, into our account once you have actually 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.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have picked up here and you can likewise define which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people 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 design comes into play. Now let’s move on to the occasions 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 go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-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 multiple invitees consult with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the choice that you select, you might have some extra alternatives waiting on 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 list their phone number. I need to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if someone is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. But 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 state update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be using 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 differentiate what this event is about compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting also.
Now once 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