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 very 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 add one or more calendar accounts.
to check other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for disputes more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just choose include calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile picture here in addition to your name and maybe a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your business or maybe 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 website or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you have actually 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 occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select 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. But now let’s move on to the occasions themselves and how can you set up one or more events 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 main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional options waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. If someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. 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 upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your main 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 particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting also.
And lastly, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of