We’re gon na get things kicked off by going into our menu, into our account when 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.
And what I indicate by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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. In many cases, you’re gon na wan na put the name of your company or possibly it’s your complete name. But 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 networks accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes take place. I’m gon na click my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions currently that individuals can select from and when they click on 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 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 truly our main page here on the home screen where you can include and modify existing occasions. I’ve got two occasions that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an individually meeting or a group conference. Now a group meeting lets numerous invitees meet with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, most of individuals are using Calendly for one-on-one conference.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really basic here. So I can determine, oop, Meeting 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 phone 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 pick call in this case. And in many cases, depending on the alternative that you choose, you may have some additional options 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 reserving that time to list their phone number. I require to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number till they have scheduled 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 just after they’ve scheduled 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have available. And then 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 separate URL. In this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they understand what they’re getting.
And finally, we can choose a various color. This is very useful if you have several events, I’m gon na select red in this case just so it stands apart from the other events that I have actually already produced. Now as soon as we hit 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 great deal of