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 very 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 add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are happening maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And lastly, we can click the my link.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your service or possibly it’s your full 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 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 have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events presently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. And now let’s carry on to the occasions themselves and how can you set up several 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 home screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets multiple guests consult with you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for one-on-one conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a 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 listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra options 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 booking that time to list their contact number. I require to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. If someone is thinking about scheduling 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 have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na neglect particularly. 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 maybe some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can select a different color. This is really valuable if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. 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