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 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 add one or more calendar accounts.
And what I mean by this, is things beyond just Calendly consultations 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 extremely 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 upload an image.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your business or maybe it’s your full 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 simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals 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 on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s move on to the events themselves and how can you set up several events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a 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 listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the choice that you choose, you might have some additional alternatives awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require 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 wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. If someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they know what they’re getting.
Now when 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