We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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.
And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 publish an image.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. However 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 simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy 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 actually our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for one-on-one conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the option that you choose, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve booked the time will this number be revealed. But 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 save that choice 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 providing 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 distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly 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 again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they know what they’re getting.
And lastly, we can choose a various color. This is extremely valuable if you have multiple events, I’m gon na select red in this case so it stands out from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of