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 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 include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 just wan na encourage you to publish an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. This is the initial 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 pick from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Today let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for individually conference.
Let’s say develop for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. So if someone 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly 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 possibly your complete 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 specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a different color. This is really handy if you have numerous events, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of