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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your organization or possibly it’s your complete name. 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 arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can pick from and when they click among those occasions, they are also 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 occasions so that it’s as easy for your potential leads or for your customers 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 actually 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 but let’s go and develop a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be fantastic for a teacher or if you are providing a group webinar or something along those lines here. However most of the times, most of individuals are using Calendly for individually conference.
So let’s say create for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you choose, you might 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 reserving that time to note their phone number. I require to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if someone 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 just after they have actually reserved 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 them to supply their contact number. I’m gon na state update, that’s gon na save that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a various color. This is extremely useful if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of