We’re gon na get things kicked off by going into our menu, into our account once 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 very 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 might have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Simply choose 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 simply wan na encourage you to submit an image. If this is meetings or consultations that people are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications 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 individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that individuals can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo enters 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 easy for your prospective leads or for your clients 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 primary page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several guests meet with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional options waiting for you. 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 understand who I’m calling or I can choose this choice, my invitee should call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number up until they have scheduled 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 booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na neglect specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly a few of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 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 identify however likewise if I just copy and paste this link, they know what they’re getting.
Now as soon as we struck 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