We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the 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.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to look for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established properly. Just select add calendar account here and you can confirm 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 just wan na motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service 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 connect from your site or your social media accounts or you can simply copy and paste this and give it to people 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 return to the house screen. I just wan na show you where some of those modifications take place. I’m gon na click on my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy 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 really our primary page here on the house screen where you can include and modify existing events. I’ve got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be fantastic for a teacher 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 develop for individually. 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 recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone 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 select phone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, 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 possibly a few of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting also.
And lastly, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of