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 very 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 check other bookings that you may have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose include calendar account here and you can validate with any calendar service consisting of 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 submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And finally, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, 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 simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people 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 design enters play. Today let’s proceed to the occasions themselves and how can you set up one or more events 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 return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals are using Calendly for individually conference.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you select, you may 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 individual who’s booking that time to note their contact number. I need to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. If someone is thinking about reserving 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can select a different color. This is extremely helpful if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve 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 individuals book this event. So by opening this app, you’re gon na see a lot of