We’re gon na get things kicked off by going into our menu, into our account when 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 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 imply by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm 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 motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And lastly, we can click on the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your complete 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 website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes take place. I’m gon na click on my link here just to reveal 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 events presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you establish one or more occasions so that it’s as simple 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 really our main page here on the home screen where you can add and modify existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s state produce 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. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a location 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the alternative that you pick, you might have some additional alternatives waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. If someone 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 have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 separate URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting too.
And lastly, we can select a various color. This is extremely handy if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently developed. Now when we struck 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