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 locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to inspect other bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually selected up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify 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 simply wan na encourage you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization 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 link 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 arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I have actually got two events presently that people can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions themselves and how can you set up several events so that it’s as easy for your potential 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 really our primary page here on the home screen where you can add and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got two options here, we can either produce an individually meeting or a group conference. Now a group conference lets several invitees 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 the majority of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the alternative that you select, you might have some additional alternatives waiting for 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 scheduling that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly 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 currently talked briefly about having your domain name or your organization name or maybe your complete 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 attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting as well.
Now when 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