We’re gon na get things kicked off by going into our menu, into our account as soon as 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.
to check other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service including 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 encourage you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile photo here together with your name and perhaps a welcome message just when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps 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 media accounts or you can simply copy and paste this and give it to people straight so that they can land on 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 show 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 have actually got two occasions currently that people can choose 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. And now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your customers to come in here and book time with you. 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 occasions. I have actually got two events that I’m utilizing at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you choose, you might have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled 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 inquire to supply their phone number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na neglect especially if you have multiple events that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they understand what they’re getting also.
Now once we struck 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