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 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 reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established properly. Just select include calendar account here and you can authenticate 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 encourage you to upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your nice profile picture here together with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, we can click the my link.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, 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 arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some 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 people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise 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 simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can include and edit existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually meeting.
Let’s state develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly easy here. So I can determine, oop, Meeting 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 conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the option that you select, you might have some additional alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the consultation. If someone is thinking about reserving 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 only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe 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 once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting also.
And lastly, we can choose a different color. This is extremely helpful if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of