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 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 imply by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 simply wan na encourage you to upload an image.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. But 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 simply 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 show you where a few of those changes occur. I’m gon na click on my link here just to reveal 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 currently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the events themselves and how can you set up several events so that it’s as simple for your prospective leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are utilizing Calendly for individually meeting.
Let’s state create 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 referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you select, you might have some extra choices waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I require to know who I’m calling or I can choose this option, my guest must call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the visit. If somebody is considering scheduling 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 have actually reserved 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 them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting also.
And finally, we can pick a different color. This is very practical if you have multiple events, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of