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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly appointments but things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full name. 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 just copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests consult with 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. However in many cases, most of individuals are using Calendly for one-on-one meeting.
So let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you choose, you may have some extra choices awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually 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 offer their phone number. I’m gon na say update, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize but also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can select a various color. This is really practical if you have numerous events, I’m gon na pick red in this case so it sticks out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of