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 first places 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 inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have actually selected up here and you can also specify which calendar to include those appointments to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established properly. Simply select include calendar account here and you can confirm with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And finally, we can click the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your business 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 link from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that individuals can choose from and when they click on 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 events themselves and how can you set up one or more events so that it’s as easy for your prospective leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
So let’s say develop for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the choice that you select, you may have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their telephone number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the visit. If someone 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 only after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na ignore especially. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service 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. So in this case again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of