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 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 indicate by this, is things beyond just Calendly consultations but things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.
Now this is probably more vital than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. But 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. But now let’s proceed to the events themselves and how can you establish 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 return to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and edit existing events. 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 select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. 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 telephone call or is it gon na be a specific conferencing meeting 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 telephone call in this case. And oftentimes, depending upon the choice that you choose, you may have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this choice, my guest should 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 show this number until they have scheduled the appointment. If someone is thinking about booking 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. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can pick a different color. This is very practical if you have several occasions, I’m gon na select red in this case just so it sticks out from the other events that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of