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 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 inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Simply select add calendar account here and you can validate 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 just wan na motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And finally, we can click the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your full name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. So 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 two events currently that people can pick from and when they click among 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 occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 actually our main page here on the home screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be great for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are utilizing Calendly for one-on-one meeting.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event 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. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a 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 noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you pick, you may have some additional options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the visit. So 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 immediately, it’s only after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting as well.
Now once 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