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 may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service including 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 motivate you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and modify existing occasions. I have actually got two events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an individually conference or a group conference. Now a group meeting lets several guests meet 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. However in most cases, the majority of individuals are using Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the option that you pick, you might have some additional choices waiting for you. For instance, do I wan na select 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 require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the appointment. If somebody 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 exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na ignore particularly. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling 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.
Now as soon as we struck 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