We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very 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 upload an image.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your full 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, as soon as you have actually been finished with your account settings, let’s return 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 shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However for the most part, the majority of people are using Calendly for one-on-one meeting.
So let’s say produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending on the option that you choose, you may have some additional options awaiting you. 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 note their phone number. I need to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the appointment. So 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 now, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps a few of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting also.
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