We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the 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 bookings that you may have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than just the one that you have chosen up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select include calendar account here and you can authenticate with any calendar service including 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 appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and maybe a welcome message simply when they arrive at your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your business or perhaps 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 networks accounts or you can just 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 home screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here just 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’ve got 2 occasions currently 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 into 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 easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group meeting lets several guests meet you at a single time. This might be fantastic for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, the majority of individuals are utilizing Calendly for one-on-one meeting.
Let’s say develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your recommendation. 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, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. If somebody is considering reserving 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 reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down 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 occasion is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your full 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 again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they know what they’re getting too.
And lastly, we can choose a different color. This is very valuable if you have numerous events, I’m gon na select red in this case so it stands apart from the other events that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of