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 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.
to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can authenticate with any calendar service consisting of 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 just wan na encourage you to submit an image. If this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your organization or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here just to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the events 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several guests meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you pick, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. 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 away, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of