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.
And what I indicate by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your company or perhaps 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 website or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on 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 reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people 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 enters 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. So let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing occasions. I’ve got two events that I’m using at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, the majority of people are using Calendly for one-on-one conference.
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 remember, 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, Satisfying with Scott, actually simple here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the option that you pick, you may have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have booked the consultation. If somebody is considering scheduling 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 booked 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be using to your users. I’m simply 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 is about compared to maybe some of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can select a various color. This is extremely valuable if you have numerous events, I’m gon na choose red in this case so it stands out from the other occasions that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of