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 places 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 suggest by this, is things beyond just Calendly consultations but things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just select add calendar account here and you can validate 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 just wan na motivate you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your business or possibly 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 website or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s move on to the events themselves and how can you set up several events so that it’s as simple 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 actually our primary page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of individuals are utilizing Calendly for individually meeting.
So let’s state create for individually. 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 referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you choose, you might have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If somebody 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 say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.
And lastly, we can choose a various color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of