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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize several calendars to check for disputes more than just the one that you have picked up here and you can also define which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 simply wan na motivate you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your full name. But 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 individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can pick from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s move 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 customers 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 home screen where you can add and modify existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the option that you select, you might have some additional choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually reserved the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect especially. 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 is about compared to possibly some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a various color. This is really practical if you have several occasions, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of