We’re gon na get things kicked off by going into our menu, into our account when 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.
And what I mean by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 motivate you to submit an image.
Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your service or possibly it’s your full name. But keep in mind, 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 people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this appears. 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 events currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s carry on to the events themselves and how can you establish several 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 go back to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple invitees consult with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for one-on-one meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a location 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 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 on the option that you choose, you might have some additional alternatives 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 booking that time to note their phone number. I require to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be revealed. 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 state update, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na ignore specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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 again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they know what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of