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.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences 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 correctly. 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 encourage you to submit an image.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at 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 show you where a few of those changes happen. I’m gon na click on my link here just to show you where this shows up. 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 2 events currently 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 enters into play. Today let’s proceed to the events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your customers 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 modify existing events. I have actually got two events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. 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, really easy here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you select, you may have some extra choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this choice, my invitee should call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number until they have reserved the visit. If somebody is thinking about 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 only after they have actually 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 offer their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na overlook especially if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe 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 once again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting too.
And last but not least, we can pick a different color. This is really useful if you have several events, I’m gon na pick red in this case so it stands out from the other events that I’ve currently created. Now as soon as 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 lot of