We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are happening possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually selected up here and you can also define which calendar to add those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service consisting of 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 encourage you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more crucial than you believe. In most cases, you’re gon na wan na put the name of your organization 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 link from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications take place. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as simple 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 really our main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one meeting.
So let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply 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, Consulting with Scott, actually easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you select, you may have some additional options waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can choose a different color. This is really practical if you have several events, I’m gon na choose red in this case just so it sticks out from the other events that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of