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 first places 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.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 just wan na encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and perhaps a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more vital than you think. In many cases, you’re gon na wan na put the name of your service or perhaps 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 link from your website or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 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 design comes into play. And now let’s carry on to the occasions themselves and how can you establish one or more occasions 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 actually our primary page here on the home screen where you can add and modify existing events. I have actually got two events that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s say create for one-on-one. 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 referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the choice that you choose, you might have some extra alternatives waiting on you. For instance, do I wan na choose 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 need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na ignore especially. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe a few of the other events 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 name or your business name or perhaps your complete 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 once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting.
Now when we struck 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