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 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 mean by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 simply wan na encourage you to submit an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your company or perhaps 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 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, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you establish several 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 really our primary page here on the home screen where you can include and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people 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 just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you pick, you may have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. So if someone is thinking about scheduling 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 only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they understand what they’re getting also.
Now as soon as we struck 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