We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 include one or more calendar accounts.
to examine other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for disputes more than simply the one that you have actually picked up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify with any calendar service including 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 motivate you to submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and possibly 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 company logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is probably more vital than you think. In most cases, you’re gon na wan na put the name of your company or maybe it’s your complete 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 site or your social media accounts or you can simply copy and paste this and give it to people straight 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 house screen. I just wan na reveal you where a few of those changes take place. 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 two occasions presently that individuals can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design 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 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 really our primary page here on the house screen where you can add and edit existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either create an individually conference or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, the majority of people are utilizing Calendly for one-on-one meeting.
Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform 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 perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some additional choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if someone 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 away, it’s only after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na ignore particularly if you have multiple occasions that you’re gon na be using to your users. I’m simply 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 is about compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 attempt make it as specific as possible. Perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of