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 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 suggest by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely 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 just wan na encourage you to submit an image.
Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your complete name. However 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you establish several occasions so that it’s as simple 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 home screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of people are utilizing Calendly for individually meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the choice that you select, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be offering to your users. 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 is about compared to maybe some of the other events that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is very helpful if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of