We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very 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.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to check for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply 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 just wan na motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo 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 think. In many cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. But 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 media accounts or you can just copy and paste this and give it to individuals 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 go back to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people 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 enters play. And now let’s proceed to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return 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 modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests meet you at a single time. This may be fantastic for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting 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 select telephone call in this case. And oftentimes, depending on the choice that you pick, you may have some extra options waiting on 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 reserving that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my invitee must 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 display this number until they have reserved the visit. If somebody is thinking about booking 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 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 upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And then just below the description, we have our event 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.
And finally, we can choose a various color. This is extremely practical if you have multiple events, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a great deal of