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 check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify 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 motivate you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile photo here together with your name and perhaps a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your business or maybe it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to people straight 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 show you where some of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click on among those events, they are likewise 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 simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back 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 occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say develop for individually. 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 just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the choice that you select, you may have some additional choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest must call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the visit. 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 just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na ignore particularly if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they know what they’re getting also.
And lastly, we can select a different color. This is really practical if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of