We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first places 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 examine other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can validate with any calendar service including 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 simply wan na encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile picture here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And finally, we can click the my link.
Now this is probably more vital than you believe. Most of the times, you’re gon na wan na put the name of your company or possibly it’s your full name. However 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications occur. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can pick from and when they click 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 occasions themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 really our main page here on the house screen where you can include and modify existing events. I have actually got two occasions that I’m using at the moment but let’s go and produce a new occasion from scratch. We gon na select that new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an individually meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be excellent for a teacher or if you are providing a group webinar or something along those lines here. But in most cases, most of people are utilizing Calendly for individually conference.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually booked the visit. If somebody 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 have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be using to your users. I’m just gon na state, 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 maybe some of the other events that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting.
And last but not least, we can pick a various color. This is very practical if you have several occasions, I’m gon na select red in this case so it stands apart from the other events that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of