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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those appointments to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Simply choose include calendar account here and you can authenticate 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 submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps a welcome message simply when they arrive at your beginning page. Next step, you likewise 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 last but not least, we can click the my link.
Now this is most likely more important than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes occur. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can choose from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 really our primary page here on the home screen where you can include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing 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 provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the alternative that you pick, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually booked the visit. If somebody 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 revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore especially. 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 is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting.
Now when 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