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 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.
And what I mean by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your company or possibly 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 connect from your website or your social media 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, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees consult with you at a single time. This may be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually meeting.
So 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 keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you pick, you might have some extra options waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their contact number. I need to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. If somebody is considering scheduling 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’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na say upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na ignore especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to possibly some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain 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 separate URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting.
Now once 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