We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or possibly 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 website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s move on to the occasions themselves and how can you establish several occasions so that it’s as easy 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 really our primary page here on the house screen where you can add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra alternatives awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, 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 conserve that choice here. Down below we can include a description which is something you do not wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. 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 distinguish what this event has to do with compared to possibly a few of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they know what they’re getting as well.
Now as soon as 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