We’re gon na get things kicked off by going into our menu, into our account when 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 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 indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your really 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 stay 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. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this appears. 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 currently that people can select from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential leads or for your clients 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 house screen where you can include and edit existing events. I’ve got two events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for individually conference.
Let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the alternative that you select, you might have some extra choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the appointment. If somebody is thinking about reserving 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 reserved the time will this number be exposed. 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 update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be using 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 differentiate what this occasion has to do with compared to perhaps a few of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your full 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 once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting too.
Now when 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