We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 add one or more calendar accounts.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly visits however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can utilize numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to include those visits to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established correctly. Simply select include calendar account here and you can authenticate with any calendar service including 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 encourage you to submit an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and possibly a welcome message simply when they land on 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 would like to add here. And lastly, we can click the my link.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your business or possibly 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 connect from your website or your social media accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this appears. 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 2 events currently that people can select from and when they click among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events 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 go back to our menu within our account screen here. And this is truly our primary page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees consult with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. However in many cases, most of individuals are using Calendly for one-on-one conference.
So let’s say create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the alternative that you choose, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. If somebody is thinking about reserving 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore specifically. 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 distinguish what this occasion is about compared to perhaps a few of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting as well.
Now when 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