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 very first locations 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 imply by this, is things beyond just Calendly appointments but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 simply wan na motivate you to publish an image.
Now this is probably more important 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 showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just 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 occasions currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential 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 primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for one-on-one meeting.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference 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 pick phone call in this case. And in most cases, depending upon the option that you pick, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual 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 add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have scheduled the appointment. If someone is considering reserving 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 just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you don’t wan na neglect especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full 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 specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply copy and paste this link, they know 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