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 places 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 include one or more calendar accounts.
to examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually picked up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established properly. Just select add calendar account here and you can confirm 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 motivate you to submit an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile image here together with your name and perhaps a welcome message simply when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. You’re gon na wan na put the name of your service or maybe it’s your complete 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click 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’ve got two occasions currently that individuals can select from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters 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 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 have actually got 2 occasions that I’m utilizing at the moment however let’s go and produce a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We have actually got 2 options here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets several guests meet you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. But for the most part, most of individuals are using Calendly for individually conference.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the choice that you pick, you may have some additional alternatives waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this option, my guest should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If someone 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 have actually booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your full 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 try make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting.
Now as soon as we hit 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