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 reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are happening 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 use several calendars to look for conflicts more than simply the one that you have chosen up here and you can likewise define which calendar to include those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate 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 encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and possibly 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 business logo design or some other image that you want to include here. And finally, we can click 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 business 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 link from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. 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 occasions presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your customers 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 main page here on the house screen where you can add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for one-on-one meeting.
So let’s say develop for individually. 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. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my wanted 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 appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly a few of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they know what they’re getting.
And finally, we can select a different color. This is really helpful if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of