We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can also specify which calendar to include those appointments to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to include here. And lastly, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link 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 on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those modifications happen. I’m gon na click on 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 have actually got 2 occasions presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters 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 potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our primary page here on the house screen where you can include and edit existing events. I’ve got two events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets numerous guests meet you at a single time. This might be excellent for a teacher or if you are offering 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 produce for one-on-one. 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 individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending on the alternative that you select, you may have some extra alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. 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 immediately, it’s only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect particularly if you have multiple events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a different color. This is really handy if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already developed. Now when we hit 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. So by opening this app, you’re gon na see a great deal of