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 very 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 but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very 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 just wan na motivate you to upload an image.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your business or perhaps 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 website or your social networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 truly our main page here on the house 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 new occasion from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either create an individually conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the alternative that you choose, you may have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the visit. So if somebody is considering reserving 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 exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your full 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 try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting.
And lastly, we can select a different color. This is really handy if you have several occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently created. Now as soon as 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. So by opening this app, you’re gon na see a lot of