We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very first places 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 add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down listed 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 selected up here and you can likewise define which calendar to include those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm with any calendar service including 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 simply wan na encourage you to publish 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 together with your name and maybe a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your complete 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 media accounts or you can simply copy and paste this and give it to people straight 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 home screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into play. And now let’s proceed 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 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 truly our main page here on the home screen where you can include and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets several guests consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for one-on-one meeting.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting 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 conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the alternative that you pick, you might have some additional options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I require to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their contact number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting as well.
Now when 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