We’re gon na get things kicked off by going into our menu, into our account once 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 include one or more calendar accounts.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize numerous calendars to check for disputes more than just the one that you have selected up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate with any calendar service consisting of 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 individuals are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message simply when they arrive at your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo design 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 important than you believe. You’re gon na wan na put the name of your company 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 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 on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters 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. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two options here, we can either create an individually conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are using Calendly for individually meeting.
Let’s state develop for individually. On this screen, the first thing that we need 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, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If somebody 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 have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, 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 occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company 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 specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of