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 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is most likely more crucial than you think. For the most part, 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 link from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at 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 changes occur. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the occasions themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 actually our main page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are using Calendly for individually conference.
So let’s say produce for individually. 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 simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person conference, a telephone 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 phone call in this case. And in most cases, depending on the option that you select, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the visit. So if someone is thinking about 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 only after they’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone 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 don’t wan na neglect specifically if you have numerous events that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have readily available. And then simply 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 however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting also.
And finally, we can select a various color. This is really practical if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of