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 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 reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other meetings that turn 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 simply the one that you have actually chosen up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 simply wan na encourage you to upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks 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’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you establish several events so that it’s as easy 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 really our main page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests consult 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. However in many cases, most of individuals are utilizing 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 occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some extra alternatives waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the visit. If somebody is thinking about reserving 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 just after they’ve 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 upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion 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 already talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. 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.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of