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 very 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 inspect other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have actually selected up here and you can also specify which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify 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 just wan na encourage you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
Now this is probably more vital than you think. 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 simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show 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 pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into 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 truly our main page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group meeting lets several invitees consult with you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing Calendly for individually conference.
Let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference 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 select phone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional options waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone is considering 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 just after they’ve reserved 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 ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na neglect particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your full 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. So possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting as well.
And lastly, we can choose a different color. This is really helpful if you have numerous events, I’m gon na choose red in this case so it stands out from the other events that I’ve already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of