We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for disputes more than simply the one that you have actually selected up here and you can also specify which calendar to add those appointments to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can validate 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 just wan na motivate you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your company or perhaps 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 link from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight 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 home screen. I just wan na show 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 people are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Today let’s carry on to the events themselves and how can you establish 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. 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 include and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually conference or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for one-on-one meeting.
So let’s state 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 recommendation. 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, Consulting with Scott, actually easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you choose, you may have some extra alternatives waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I need to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their contact 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 especially if you have multiple occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting too.
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