We’re gon na get things kicked off by going into our menu, into our account once 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.
to examine other reservations that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 publish an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your service or perhaps 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 link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo comes into 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 simple for your prospective leads or for your customers 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 include and edit existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This might 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 individually conference.
So let’s say develop for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the alternative that you select, you might have some extra alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have reserved the consultation. So if somebody is considering scheduling 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have multiple events that you’re gon na be using to your users. So I’m just 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 has to do with compared to maybe some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but 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 particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.
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