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 first locations that you’re gon na wan na go is up here to your account. The very 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 might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify 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. Just choose add 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 upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or possibly it’s your full name. However 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 media accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. 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 have actually got two occasions presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s move on to the events themselves and how can you set up several occasions 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 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 modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific 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 choose telephone call in this case. And in many cases, depending on the alternative that you select, you might have some extra choices waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na neglect especially. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe 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 again, you wan na try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting.
And lastly, we can pick a various color. This is very useful if you have several occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of