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.
to check other bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to check for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Simply select 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 encourage you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to include here. And last but not least, we can click on the my link.
Now this is most likely more important than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. 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 2 occasions presently that individuals 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 enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple for your potential 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 really our primary page here on the house screen where you can include and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and produce a new event from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people are using Calendly for one-on-one meeting.
Let’s state develop for individually. 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 simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. So if someone is considering scheduling 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 reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference 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 available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 once again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting as well.
Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of