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 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.
And what I imply by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is certainly 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 submit an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or perhaps 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. 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 occasions currently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as simple 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 really our primary page here on the home screen where you can add and edit existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually conference or a group conference. Now a group conference lets numerous invitees meet you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of people are using Calendly for individually conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Meeting 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 personally meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you select, you might have some additional options 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 booking that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually 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 ask to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect especially. So I’m simply 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 has to do with compared to perhaps a few of the other events that I have readily available. And after that simply below the description, we have our occasion link. Now we currently 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. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, 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 as well.
Now as soon as 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