We’re gon na get things kicked off by going into our menu, into our account as soon as 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 add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm with any calendar service consisting of 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. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and maybe a welcome message just when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business 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 probably more crucial than you think. For the most part, you’re gon na wan na put the name of your business or maybe 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 connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when 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 modifications occur. I’m gon na click my link here simply to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you set up one or more occasions 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 go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can add and edit existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group conference. Now a group conference lets multiple guests meet you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are utilizing Calendly for individually meeting.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some extra options waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. So if someone is thinking about scheduling 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 booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can add a description which is something you do not wan na neglect particularly if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting as well.
Now when 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