We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very first places 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 include one or more calendar accounts.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use multiple calendars to check for conflicts more than just the one that you have chosen up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm with any calendar service consisting of 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 motivate you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest 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 action, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to add here. And finally, 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 service or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply 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 return to the home screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can choose from and when they click on one of 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 potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd 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 specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the consultation. So if somebody is considering 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 revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore especially if you have multiple occasions 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, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your full 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 again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can choose a various color. This is extremely practical if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of