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 first places 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 inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply 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 also check for disputes. You can use numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate 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 encourage you to publish an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. For the most part, you’re gon na wan na put the name of your service or maybe it’s your full 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s carry on to the events themselves and how can you set up several events so that it’s as simple 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 house screen where you can include and edit existing events. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the choice that you select, you might have some extra alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee 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 till they have reserved the visit. So if somebody is thinking about scheduling 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 booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they know what they’re getting also.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of