We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use several calendars to check for conflicts more than just the one that you have selected up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can validate 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 simply wan na motivate you to upload an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, we can click the my link.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But remember, this is the URL that you are gon na be showing 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 individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the events themselves and how can you establish one or more occasions 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 go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This might be great for a teacher 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 one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe a few of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full 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 say, satisfying Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
And finally, we can pick a different color. This is extremely practical if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of