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 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 consultations however things that are happening maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to check for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 submit an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your good profile photo here together 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 add your company logo or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your service 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 website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click on my link here just to show 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 have actually got 2 events currently that individuals can pick from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the occasions themselves and how can you set up several occasions 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 include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We’ve got two options here, we can either create an individually meeting or a group meeting. Now a group meeting lets multiple guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say produce 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 just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the option that you choose, you may have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their contact number. I need to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. If someone 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 scheduled 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 provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they understand what they’re getting.
Now as soon as we struck 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