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 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 simply Calendly appointments but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 important than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your full name. 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 directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up 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. So 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 include and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular 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 call in this case. And in a lot of cases, depending on the choice that you pick, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually booked the appointment. 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 just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that option 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 using to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a different color. This is really handy if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently produced. Now when we struck 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