We’re gon na get things kicked off by going into our menu, into our account as soon as 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.
And what I imply by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 crucial than you think. You’re gon na wan na put the name of your organization or maybe 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 site or your social networks accounts or you can just copy and paste this and give it to people straight 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 home screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click my link here simply to show you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s return 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 events. I’ve got two occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for one-on-one meeting.
Let’s say produce 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 simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the choice that you select, you may have some additional choices waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. If somebody is considering scheduling 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 reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save 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 don’t wan na neglect particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other events that I have readily available. And then simply below the description, we have our occasion 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. 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 recognize however also if I simply copy and paste this link, they understand what they’re getting also.
And last but not least, we can select a various color. This is extremely useful if you have several events, I’m gon na select red in this case just so it stands apart from the other occasions that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of