We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your business or maybe it’s your full name. 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 networks accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here just to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can pick from and when they click one of those events, 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 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 truly our primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually meeting.
So let’s state develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending on the choice that you select, you may have some extra alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their contact number. I need to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my preferred phone number here and the terrific 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 thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve booked 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 inquire to supply their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na overlook especially if you have numerous events that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe a few of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or perhaps 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 particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can select a different color. This is very valuable if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of