We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 submit an image.
Now this is most likely more vital than you believe. In many cases, you’re gon na wan na put the name of your organization or maybe it’s your complete name. 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 simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that individuals can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s proceed to the events themselves and how can you set up several events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
So let’s say develop for one-on-one. 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific 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 select telephone call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this option, my invitee should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If somebody is thinking about booking 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 have actually booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can pick a various color. This is very valuable if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of