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 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 add one or more calendar accounts.
to inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here together with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add 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 most likely more important than you think. You’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to individuals directly 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 house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions presently that people can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo 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 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and develop a brand-new event 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 produce an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, the majority of individuals are utilizing Calendly for individually meeting.
Let’s state develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Meeting 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 an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you select, you might have some additional alternatives awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your full 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 once again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.
Now once 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