We’re gon na get things kicked off by going into our menu, into our account when 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 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 visits however things that are occurring perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate 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 just wan na encourage you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a fast stop at the branding page to include 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 crucial than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your complete 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where some of those modifications happen. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people 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 comes into 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 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 really our primary page here on the home 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 brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-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 conference lets several guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s state create for one-on-one. 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Consulting 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 an in person meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. If somebody is considering 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 just after they have actually booked 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 supply their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, 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 know what they’re getting also.
And last but not least, we can pick a different color. This is extremely practical if you have multiple events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of