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.
And what I suggest by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal 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 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 motivate you to submit an image.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link 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 land on 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 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. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the occasions themselves and how can you establish one or more occasions so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for individually meeting.
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 remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the option that you choose, you might have some extra options awaiting you. Do I wan na pick 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 require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be offering 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 differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of