We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the first locations 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 check other reservations that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are taking place possibly in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually picked up here and you can likewise specify which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 simply wan na encourage you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile image here together with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your business or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that individuals can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 main page here on the house screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be fantastic for a teacher or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are using Calendly for one-on-one meeting.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, 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 just gon na call this one, Meeting with Scott, actually easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you choose, you might have some extra alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. 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 immediately, it’s only after they’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook especially. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting also.
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