We’re gon na get things kicked off by going into our menu, into our account as soon as 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 add one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 publish an image.
Now this is probably more crucial than you think. In most cases, you’re gon na wan na put the name of your organization 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 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 land on your Calendly page. All right, once you have actually 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 my link here simply 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’ve got 2 events presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design 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 prospective leads or for your clients 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 primary page here on the house screen where you can add and edit existing events. I have actually got two events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. But in most cases, the majority of individuals are using Calendly for individually meeting.
So let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the choice that you choose, you may have some additional alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If somebody is thinking about 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 only after they’ve 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 state upgrade, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na ignore specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I simply paste this link and copy, they know what they’re getting.
Now when we struck 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