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 locations 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 bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify 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 encourage you to submit an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your organization 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 media accounts or you can just 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 return to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click my link here simply to show you where this appears. 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 choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events 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. So let’s go back to our menu within our account screen here. And this is actually our main page here on the house 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 brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for individually conference.
Let’s state 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 just gon na call this one, Meeting with Scott, really easy here. So I can determine, 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 face to face 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 pick call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some extra options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their telephone number. I need to know who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the consultation. 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 have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe a few of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting as well.
And lastly, we can pick a various color. This is really helpful if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of