We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 include one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 motivate you to publish an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or possibly it’s your full name. However keep in mind, 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 just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes happen. I’m gon na click 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 which welcome message. I have actually got two occasions presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo 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 simple for your prospective 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 actually our main page here on the home screen where you can add and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and create a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several guests meet with you at a single time. This might be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of individuals are using Calendly for one-on-one meeting.
Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the alternative that you choose, you may have some extra alternatives waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their contact number. I need to understand who I’m calling or I can choose this choice, my invitee must call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na neglect particularly if you have multiple events that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to possibly a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can select a different color. This is really helpful if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve currently created. Now when 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 occasion. So by opening this app, you’re gon na see a great deal of