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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is certainly 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 encourage you to upload an image.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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 straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to show you where this appears. So 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 2 events currently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy 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 truly our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group conference lets several guests meet you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, truly easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second step is to add an area 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, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the alternative that you choose, you may have some additional alternatives waiting for 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 booking that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, 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 invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative 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 using 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 distinguish what this event is about compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.
And last but not least, we can choose a various color. This is really helpful if you have several events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of