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 very 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 check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your company or perhaps it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks 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, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events 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. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually conference.
So let’s state produce for one-on-one. 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 just 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 Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the choice that you pick, you might have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 different URL. So 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 easy for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting too.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of