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 locations 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 add one or more calendar accounts.
to check other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 just wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your customers 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 truly our main page here on the home screen where you can add and edit existing events. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This might be fantastic for an instructor or if you are offering a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually meeting.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide 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 individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly basic here. So 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 face to face meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you select, you might have some additional alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked the visit. If someone 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 have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na ignore particularly if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly a few of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company 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 different URL. So in this case once again, you wan na try make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they know what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of