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 places 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 indicate by this, is things beyond simply Calendly visits but things that are taking place maybe 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 motivate you to submit an image.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your business or maybe it’s your complete name. But 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. And now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your prospective 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 really our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for one-on-one conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed 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 on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if somebody 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 immediately, it’s only after they’ve scheduled 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 ask to offer their contact number. I’m gon na say update, that’s gon na save that choice here. If you have multiple events that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore especially. I’m just gon na state, 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 perhaps some of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your full 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can choose a different color. This is very practical if you have several events, I’m gon na pick red in this case so it sticks out from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of