We’re gon na get things kicked off by going into our menu, into our account once 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 check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to look for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate with any calendar service including 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 simply wan na encourage you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into play. Today let’s move on to the occasions themselves and how can you establish one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So 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 include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We have actually got two options here, we can either create an individually meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple 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 tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the choice that you choose, you might have some extra options awaiting you. For instance, 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 list their telephone number. I require to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually booked the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone 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 invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na neglect especially if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe a few of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can select a various color. This is extremely practical if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. Now once 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. So by opening this app, you’re gon na see a lot of