We’re gon na get things kicked off by going into our menu, into our account as soon as 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 add one or more calendar accounts.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually chosen 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 correctly. Just choose add calendar account here and you can authenticate 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 motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here together with your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And lastly, we can click the my link.
Now this is most likely more important than you think. In many cases, you’re gon na wan na put the name of your organization 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 connect from your site or your social networks accounts or you can simply 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 show you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the occasions themselves and how can you establish several events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, most of people are using Calendly for individually meeting.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. 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 utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, 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 choice that you select, you might have some additional alternatives waiting on you. For instance, 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 list their phone number. I require to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have booked the consultation. If someone is considering scheduling 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 scheduled 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 to supply their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
And finally, we can select a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of