We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the 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 imply by this, is things beyond simply Calendly visits however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 important than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full 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 simply copy and paste this and give it to individuals directly 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 just wan na show you where some of those modifications occur. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 truly our primary page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however 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 up a brand-new screen. We have actually got two options here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be fantastic for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are utilizing Calendly for individually meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, 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 simply gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific 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 pick call in this case. And in many cases, depending upon the alternative that you select, you might have some extra options awaiting you. For instance, 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 note their phone number. I require to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my preferred 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 appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually scheduled 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 state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na ignore particularly if you have numerous events that you’re gon na be offering 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 separate what this event is about compared to possibly a few of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.
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