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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can validate with any calendar service consisting of 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 submit an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However 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 simply copy and paste this and give it to people 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 return to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here simply to reveal 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 have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Today let’s proceed to the events 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 actually our main page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you pick, you might have some additional choices waiting for 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 booking that time to note their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. If someone 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na conserve 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 ignore particularly. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have available. And after that just listed 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 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 again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting too.
And lastly, we can choose a various color. This is very handy if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of