We’re gon na get things kicked off by going into our menu, into our account when 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 add one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place perhaps in your individual 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 correctly. 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 submit an image.
Now this is probably more crucial than you think. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once 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 modifications occur. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can select from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s carry on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 really our primary page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing 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 a lot of cases, depending upon the option that you pick, you may have some additional choices waiting for you. For example, 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 phone number. I need to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the consultation. If somebody is thinking about reserving 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’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na overlook specifically. 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 differentiate what this event is about compared to maybe some of the other occasions that I have 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 business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting.
And finally, we can select a various color. This is really valuable if you have several events, I’m gon na choose red in this case so it stands out from the other events that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of