We’re gon na get things kicked off by going into our menu, into our account once 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 add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can confirm with any calendar service consisting of 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 just wan na encourage you to upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your company or maybe it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes occur. 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 which welcome message. I’ve got 2 events presently that people can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters 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 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 really 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 brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an individually conference or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices waiting for 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 note their phone number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or maybe your full 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 once again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can select a various color. This is extremely helpful if you have multiple events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already created. Now once we struck 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. So by opening this app, you’re gon na see a lot of