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.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond just Calendly consultations but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can verify with any calendar service consisting of 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 publish an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is probably more important than you believe. For the most part, you’re gon na wan na put the name of your business or maybe it’s your complete name. But 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 just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can pick from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you set up one or more events so that it’s as simple for your prospective 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 truly our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for one-on-one conference.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is give 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 just gon na call this one, Consulting with Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. So if somebody is considering booking 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 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 guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can include a description which is something you don’t wan na neglect especially if you have several occasions that you’re gon na be providing 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 differentiate what this event is about compared to possibly some of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting as well.
And finally, we can select a different color. This is extremely practical if you have numerous events, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of