We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the 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 include one or more calendar accounts.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 motivate you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly a welcome message just when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And finally, we can click 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 service or maybe 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 directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions currently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for individually meeting.
Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted 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 additional choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can include my desired phone 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 consultation. If someone is thinking about 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 have actually scheduled 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 provide their contact number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have numerous occasions that you’re gon na be using 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 differentiate what this occasion is about compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps your full 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. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can choose a different color. This is really practical if you have several events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of