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 include one or more calendar accounts.
to examine other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your really first stop to ensure that you have your calendar connections established correctly. Just select add calendar account here and you can verify with any calendar service including 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 upload an image. If this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you would like to include here. And finally, we can click on the my link.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link 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 arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can select from and when they click among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you establish one or more occasions 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 go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new occasion from scratch. We gon na select that new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for individually meeting.
So let’s state create for one-on-one. On this screen, the first thing that we require 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 arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some extra choices waiting for 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 need to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If somebody 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 scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting too.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of