We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places 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 add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than just the one that you have selected up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate 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 motivate you to upload an image. If this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your service or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. But now let’s move on to the events themselves and how can you establish one or more 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 primary page here on the home screen where you can add and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several guests meet with you at a single time. This may be excellent for a teacher 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.
Let’s say create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. 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, Consulting with Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include 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 conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the option that you choose, you may have some extra alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of