We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however 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 likewise check for disputes. You can utilize numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can also specify which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate with any calendar service including 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 just wan na motivate you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more vital than you think. In most cases, 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 simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So 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 occasions currently that people can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your potential 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 actually our primary page here on the home screen where you can include and edit existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, most of people are using Calendly for individually conference.
So let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the choice that you pick, you may have some extra alternatives waiting for you. Do I wan na select 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 need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have booked the appointment. If someone 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 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 update, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. 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 maybe some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting too.
And last but not least, we can choose a different color. This is really practical if you have numerous events, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of