We’re gon na get things kicked off by going into our menu, into our account when 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 check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use several calendars to look for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can confirm 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 simply wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or maybe it’s your complete name. 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 just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to show you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events 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. So let’s return to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets multiple guests consult with you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of individuals are utilizing Calendly for one-on-one conference.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just 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, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the alternative that you pick, you might have some extra choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not 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 event has to do with compared to perhaps a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your complete 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 attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting as well.
And last but not least, we can select a different color. This is very useful if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of