We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 include one or more calendar accounts.
to inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits however 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 also check for disputes. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can also define which calendar to include those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can authenticate with any calendar service consisting of 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 just wan na motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here together with your name and possibly a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, we can click on the my link.
Now this is most likely more crucial than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your full 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 site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. And now 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 really our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na select that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This might be terrific for a teacher 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 individually meeting.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, 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, Meeting with Scott, really 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 an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional alternatives waiting for 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 booking that time to note their contact number. I require to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. 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 just after they’ve scheduled 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 provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na neglect especially if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to perhaps a few of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we currently 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 different URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is really handy if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of