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 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 mean by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 encourage you to submit an image.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your business or maybe 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 connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight 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 show you where a few of those modifications take place. I’m gon na click my link here simply to show you where this shows up. 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 presently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. And now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple 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 truly our main page here on the home screen where you can include and modify existing events. I’ve got two occasions that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one conference.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending upon the choice that you pick, you may have some extra options waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually reserved the appointment. So 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 immediately, it’s just after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na ignore specifically. 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 differentiate what this occasion is about compared to maybe a few of the other occasions that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting too.
And finally, we can select a different color. This is very useful if you have multiple events, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. 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