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 suggest by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your company or maybe it’s your full name. Keep in mind, 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 media accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s carry on to the occasions themselves and how can you set up several events so that it’s as easy for your potential 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 primary page here on the home screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets numerous invitees meet 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. However in most cases, the majority of people are using Calendly for individually conference.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you pick, you may have some additional alternatives awaiting you. For example, 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 contact number. I require to understand who I’m calling or I can select this option, my guest should call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps a few of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your full name to get them to your primary Calendly page however 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 specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
And last but not least, we can choose a various color. This is really handy if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of