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 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 add one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is probably more crucial than you believe. Most of the times, you’re gon na wan na put the name of your company 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at 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 just wan na show you where some of those modifications occur. 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 which welcome message. I’ve got 2 events presently that people can select from and when they click on among those events, they are likewise 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 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 really our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, 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 simply gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly 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 upon the option that you select, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number till 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’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service 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. In this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting.
And finally, we can select a different color. This is really helpful if you have several occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve 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