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 places 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.
And what I imply by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 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 service or perhaps it’s your full 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on 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 which welcome message. I’ve got 2 occasions presently that people can pick from and when they click on among 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 occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous invitees meet 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 most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the option that you choose, you might have some extra options awaiting you. For example, 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 contact number. I need to know who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my wanted contact number here and the fantastic 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 scheduling 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 have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps 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 try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting too.
Now when 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