We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm with any calendar service including 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 just wan na encourage you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that individuals can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers 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 really our main page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets multiple invitees meet 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. In most cases, the majority of individuals are using Calendly for individually conference.
Let’s say develop for one-on-one. 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 individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, really simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the option that you select, you may have some additional alternatives awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest should call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked 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 them to offer their phone number. I’m gon na state update, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name 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 different URL. In this case again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they understand what they’re getting as well.
And lastly, we can pick a different color. This is really useful if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of