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 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.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 submit an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your company 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple guests meet with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe 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 option that you pick, you may have some extra options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if someone is thinking about reserving 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 have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a different color. This is extremely helpful if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already created. Now once we struck 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. By opening this app, you’re gon na see a lot of