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 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 may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply choose add calendar account here and you can verify 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 motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. But keep in mind, 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 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, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events currently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions 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 return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and modify existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult with 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. However in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
So let’s state create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending on the alternative that you pick, you may have some extra options awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually booked the appointment. 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 just after they’ve scheduled the time will this number be exposed. 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 save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook particularly. 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 possibly some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full 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 again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they know what they’re getting too.
Now as soon as 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