We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 submit an image.
Now this is most likely more crucial than you think. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here simply 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 have actually got two occasions presently that individuals can select from and when they click on one of those events, they are likewise 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 establish one or more occasions 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 actually our primary page here on the home screen where you can add and edit existing occasions. I’ve got two events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several guests meet 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 in many cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s say develop for individually. 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. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone 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 upon the option that you select, you may have some additional choices waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked 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 revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have multiple occasions that you’re gon na be using to your users. 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 event is about compared to possibly some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I simply paste this link and copy, they know what they’re getting.
Now when 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