We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 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 however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually picked up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here in addition to your name and maybe a welcome message simply when they arrive at 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 the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business 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 networks accounts or you can just copy and paste this and give it to people straight so that they can land 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 some of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the events themselves and how can you establish several occasions so that it’s as easy for your potential leads or for your customers 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 actually our main page here on the home screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet 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. In many cases, the majority of people are utilizing Calendly for individually conference.
Let’s say produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the option that you pick, you may have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not wan na neglect particularly if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly a few of the other occasions that I have readily available. And then simply 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 different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting too.
Now when we struck 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