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 places 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 include one or more calendar accounts.
And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your individual 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 properly. Next up, we wan na remain 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.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where some of those changes take place. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the occasions themselves and how can you establish several events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be excellent for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for individually conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. 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, Meeting Scott, truly simple here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a 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 pick call in this case. And in many cases, depending on the alternative that you choose, you might have some additional choices waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can pick this choice, my guest needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually booked 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 just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na say, 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 conserve that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some 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 service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting as well.
And finally, we can pick a various color. This is very valuable if you have multiple occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of