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 first locations 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.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to look for conflicts more than simply the one that you have selected up here and you can also define which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate 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 simply wan na encourage you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site 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 have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few 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 preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions currently that individuals can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design comes 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. Let’s go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however 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 two options here, we can either develop an individually meeting or a group meeting. Now a group conference lets multiple invitees 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 in most cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the alternative that you select, you might have some extra alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. So if somebody is considering reserving 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 have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be providing 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 has to do with compared to maybe some of the other occasions that I have available. And then simply 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 different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting as well.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of