We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I mean by this, is things beyond just Calendly visits but things that are taking place perhaps 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 properly. 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 submit an image.
Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this shows up. 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 events currently that individuals can choose from and when they click on one of those events, they are likewise 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 one or more occasions 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 add and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-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 choices here, we can either produce an individually conference or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the option that you choose, you might have some additional choices awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can choose this option, my guest needs to 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 display this number up until they have booked the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve scheduled 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 offer their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na neglect specifically if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to maybe a few of the other events that I have offered. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they know what they’re getting also.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of