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 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 bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. 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 encourage you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is most likely more vital than you think. For the most part, you’re gon na wan na put the name of your company or possibly it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks 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 home screen. I just wan na reveal you where some of those changes happen. I’m gon na click my link here just to show you where this shows up. 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 presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one meeting.
So let’s state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. If somebody is considering 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 just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have several events that you’re gon na be offering 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 distinguish what this event is about compared to perhaps a few of the other occasions that I have readily available. And then just listed below the description, we have our occasion 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 primary Calendly page however 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 specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can choose a various color. This is really valuable if you have several events, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of