We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the very 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 imply by this, is things beyond simply Calendly visits but things that are occurring perhaps in your personal 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 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 encourage you to upload an image.
Now this is most likely more vital than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. But keep in mind, 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 arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s proceed to the events themselves and how can you set up several occasions so that it’s as easy for your prospective 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 actually our main page here on the house screen where you can add and modify existing events. I’ve got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet 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 most cases, the bulk of individuals are using Calendly for one-on-one meeting.
Let’s state create for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra choices awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can choose this option, my invitee needs to 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 display this number till they have scheduled the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have multiple events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m just gon na state, 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 possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they know 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