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 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 suggest by this, is things beyond just Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or perhaps 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 link from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly 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 home screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply to show you where this appears. 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 two events currently that individuals can pick from and when they click one of 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 events so that it’s as simple 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 truly our main page here on the home screen where you can add and modify existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests meet 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. But most of the times, most of people are using Calendly for individually conference.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you pick, you may have some additional choices waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if somebody is considering 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 only after they have actually 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 inquire to provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can choose a different color. This is extremely helpful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other events that I have actually currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of