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 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 include one or more calendar accounts.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established properly. Simply choose add calendar account here and you can verify 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 upload an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include 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 crucial than you think. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your full name. Remember, 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 networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions 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 home screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of individuals are utilizing Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra options awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the appointment. So 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 now, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting.
And finally, we can select a various color. This is very helpful if you have numerous events, I’m gon na select red in this case just so it sticks out from the other events 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 occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of