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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. Remember, 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 just 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 return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s proceed to the events themselves and how can you establish several occasions 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 actually our main page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets numerous guests consult with 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. But for the most part, most of people are using Calendly for one-on-one meeting.
So let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you choose, you might have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. If someone is thinking about reserving 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 only 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 guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have available. And then just listed 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 main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can pick a different color. This is really handy if you have several 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 people book this occasion. By opening this app, you’re gon na see a lot of