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 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 add one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. However 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 people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s carry on to the occasions themselves and how can you establish several events so that it’s as simple 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 primary page here on the house screen where you can include and edit existing events. I have actually got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several guests meet 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 most cases, the bulk of people are using Calendly for one-on-one meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If someone is considering reserving 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 booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na say update, that’s gon na conserve 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 especially. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting too.
And finally, we can choose a different color. This is very 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 produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of