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 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 add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. 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 appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 publish an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo or some other image that you wish to include here. And finally, we can click on the my link.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or maybe 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 site or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications happen. I’m gon na click on my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that individuals can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However most of the times, the majority of individuals are using Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you might have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the appointment. So if somebody is considering 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 just after they’ve reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na neglect specifically. I’m simply gon na say, 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 readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or perhaps your complete name to get them to your main Calendly page but 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 particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they know what they’re getting.
Now once we hit 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