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 very 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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just 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 just wan na motivate you to upload an image. So if this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and possibly a welcome message just when they arrive on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more important than you think. For the most part, you’re gon na wan na put the name of your organization or possibly it’s your full name. But 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 simply copy and paste this and give it to people straight so that they can land 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 show you where some of those modifications take place. I’m gon na click my link here just 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 have actually got two occasions presently that people can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo design comes into play. Today let’s move on to the occasions 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. 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 edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a brand-new event from scratch. We gon na select that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either create an one-on-one conference or a group conference. Now a group conference lets multiple invitees meet 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. In many cases, the bulk of individuals 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 event name. Now keep in mind, this is more than simply your recommendation. 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, Consulting with Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place 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 customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the alternative that you select, you might have some extra options waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my desired 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. If someone is considering booking 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’ve booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be providing to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to possibly some 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 service name or maybe your complete 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 again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling 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 as well.
And lastly, we can choose a various color. This is really handy if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve 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 individuals book this event. So by opening this app, you’re gon na see a lot of