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 very 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 just Calendly appointments but things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is definitely 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 just wan na motivate 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 service or possibly it’s your full name. 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 just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the occasions themselves and how can you set up several events so that it’s as simple for your prospective leads or for your clients 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 main page here on the house 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 create a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets several invitees consult with 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 a lot of cases, the majority of individuals are using Calendly for one-on-one conference.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you choose, you may have some extra options waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest must call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually booked 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 reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na save that choice here. If you have numerous events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect especially. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business 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 separate URL. In this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can choose a different color. This is extremely helpful if you have multiple occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of