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 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 just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really 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 upload an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your company or maybe it’s your complete name. Remember, 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 people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. 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 2 events presently that individuals can pick from and when they click one of those events, 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 potential leads or for your clients 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 home screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group conference lets several guests meet 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 the majority of cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. 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, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you pick, you may 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 require the individual who’s reserving that time to list their contact number. I need to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, 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 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. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na ignore specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other events that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting as well.
And finally, we can select a different color. This is really handy if you have numerous events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of