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 very 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.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to include those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections established correctly. Just choose include calendar account here and you can confirm 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I advise 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 action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. For the most part, you’re gon na wan na put the name of your business or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight 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 just wan na show you where a few of those modifications occur. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 actually our main page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for one-on-one meeting.
So let’s say create for individually. On this screen, the first thing that we need to do is give 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, Satisfying with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you may have some additional alternatives 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 scheduling that time to list their telephone number. I require to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. If someone is considering 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 just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na overlook 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 conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
And lastly, we can pick a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually already developed. Now once we hit 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