We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very 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 might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can validate with any calendar service consisting of 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 motivate you to submit an image. If this is meetings or visits that people are going to be scheduling with you, I advise 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 action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your company or maybe 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 link from your website or your social networks accounts or you can simply copy and paste this and give it to individuals directly 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 home screen. I simply wan na reveal you where a few of those modifications occur. I’m gon na click on my link here just to reveal 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’ve got two events presently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective leads or for your customers 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 main page here on the house screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees meet 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. However in most cases, most of people are utilizing Calendly for individually meeting.
So let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion 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. So I’m simply gon na call this one, Consulting with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in many cases, depending on the option that you choose, you might have some additional choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my wanted contact number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the consultation. So 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 now, it’s only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or maybe 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 again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting also.
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