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 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.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And last but not least, we can click the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you establish one or more events 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 return to our menu within our account screen here. And this is really our primary page here on the house screen where you can add and modify existing events. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be terrific 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 individuals are utilizing Calendly for individually meeting.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an event 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, Satisfying with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you pick, you might have some extra choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve 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 choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook especially. So 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 occasion is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise 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 event. By opening this app, you’re gon na see a lot of