We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 add one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your organization or possibly it’s your full name. Keep in mind, 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’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design enters 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 simple 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 truly our main page here on the home screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. But in many cases, most of people are using Calendly for one-on-one meeting.
Let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the option that you pick, you might have some additional alternatives waiting for you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually booked the time will this number be exposed. 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 say update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na overlook especially if you have multiple events that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply 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 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. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can select a different color. This is very helpful if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of