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 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 add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly consultations but things that are happening 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 properly. 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 publish an image.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with 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, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. This is the preliminary landing page where individuals 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 one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s move on to the occasions themselves and how can you establish 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. So 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’ve got 2 events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na pick 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 conference or a group conference. Now a group conference lets multiple guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for individually conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, 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 simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a location 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you choose, you may have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved 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 right now, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have numerous events that you’re gon na be providing 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 differentiate what this occasion is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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 different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they know what they’re getting as well.
And finally, we can pick a various color. This is extremely valuable if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve currently created. 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 individuals book this event. So by opening this app, you’re gon na see a lot of