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 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 indicate by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to submit an image.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just 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 return to the home screen. I just wan na reveal you where a few 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 and that welcome message. I have actually got 2 events presently that people 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 events themselves and how can you set up one or more occasions 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 add and modify existing occasions. I have actually 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 select that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for individually conference.
Let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. So if someone is considering scheduling 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 scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be providing to your users. So 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 occasion is about compared to perhaps a few of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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 different URL. In this case once again, you wan na try 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 likewise if I simply copy and paste this link, they understand what they’re getting too.
Now as soon as we hit 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