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 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 bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to check for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Just choose add calendar account here and you can validate with any calendar service including 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 encourage you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. But 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 just copy and paste this and give it to individuals 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 simply wan na show you where some of those changes take place. I’m gon na click my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into 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 prospective 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 truly our main page here on the house screen where you can add and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and develop a 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 develop an one-on-one meeting or a group conference. Now a group conference lets several guests meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. 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 Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you select, you might have some additional alternatives awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. If somebody is considering 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 just after they’ve scheduled 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 provide their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have numerous events that you’re gon na be using to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your primary 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. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting.
And finally, we can select a different color. This is really practical if you have several occasions, I’m gon na choose red in this case so it sticks out from the other events that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of