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 very first locations 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.
to check other bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply choose include calendar account here and you can validate 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. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile picture here in addition to your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is most likely more vital than you believe. For the most part, 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 connect from your website or your social networks accounts or you can just copy and paste this and give it to people 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 go back to the home screen. I just wan na reveal you where some of those changes occur. 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 which welcome message. I’ve got two events presently that individuals can pick from and when they click among those occasions, they are likewise 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 occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing occasions. 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 choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals are using Calendly for one-on-one conference.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you select, you might have some extra options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone 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 state, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have several occasions 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 overlook particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And after that just listed below the description, we have our event 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 separate URL. So in this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting too.
And finally, we can pick a different color. This is extremely handy if you have several events, I’m gon na select red in this case so it stands out from the other events that I have actually currently developed. 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. So by opening this app, you’re gon na see a lot of