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 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 check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can verify with any calendar service including 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 meetings or appointments that individuals 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 simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to include here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. But 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you set up one or more events 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 go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are using Calendly for one-on-one meeting.
Let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your reference. 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, actually easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you pick, you might have some extra options waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the visit. If somebody is considering scheduling 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’ve scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have numerous events that you’re gon na be using to your users, down listed 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 distinguish what this event is about compared to possibly some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe 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 state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
And finally, we can choose a different color. This is really practical if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of