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 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 include one or more calendar accounts.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place 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 use several calendars to check for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can confirm 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 simply wan na encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your organization 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 simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those modifications occur. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events 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 really our main page here on the home screen where you can add and modify existing occasions. I’ve got 2 events 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 up a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for one-on-one conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a location 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 alternative that you pick, you might have some extra options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na say 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 neglect especially if you have multiple occasions that you’re gon na be providing to your users. I’m just gon na say, 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 readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your main 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 specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they know what they’re getting too.
Now once we hit 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