We’re gon na get things kicked off by going into our menu, into our account when you’ve 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.
And what I imply by this, is things beyond just Calendly consultations however things that are taking place perhaps 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization 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 site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications happen. I’m gon na click on my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s move on to the occasions themselves and how can you set up several occasions so that it’s as simple for your potential 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 primary page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be great for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for individually conference.
Let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you select, you may have some additional alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the visit. So if somebody is thinking about scheduling 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 just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting also.
And finally, we can choose a various color. This is really valuable if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already produced. 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 people book this event. So by opening this app, you’re gon na see a lot of