We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 encourage you to publish an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social media accounts or you can simply 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 return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the events themselves and how can you set up one or more 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 truly our main page here on the house screen where you can add and edit existing events. I have actually got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for individually conference.
Let’s state produce for one-on-one. 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of