We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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 include one or more calendar accounts.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can confirm 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 simply wan na motivate you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete name. However 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 people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click on my link here simply to reveal you where this appears. So 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 occasions presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 clients 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 house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got two options here, we can either produce an individually conference or a group conference. Now a group meeting lets several guests consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, the majority of people are using Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you select, you may have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. If someone is thinking about booking 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. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps 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 try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can choose a various color. This is very handy if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other occasions 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