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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm 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 publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture 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 business logo or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your service or perhaps it’s your full name. 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 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, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo 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 prospective 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 add and edit existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either develop an individually meeting or a group meeting. Now a group meeting lets numerous invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than simply your referral. 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 with Scott, truly simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the option that you select, you may have some additional options awaiting you. For instance, 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 require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If somebody 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 right away, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na ignore particularly. 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 distinguish what this event is about compared to possibly a few of the other events that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting.
And lastly, we can choose a various color. This is really handy if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I have actually already produced. Now once we struck 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. So by opening this app, you’re gon na see a lot of