We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 imply by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other meetings 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 simply wan na encourage you to upload an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. 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 two events currently that individuals can choose from and when they click one of those events, 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 occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several guests meet with 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. However most of the times, the majority of people are using Calendly for individually conference.
So let’s state create 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 just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed 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 select, you might have some extra choices waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. If somebody is considering scheduling 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 say, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be offering to your users. I’m simply gon na state, 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 maybe some of the other occasions that I have available. And after that just listed below the description, we have our event 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 but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting as well.
And lastly, we can choose a different color. This is extremely valuable if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of