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 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 include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to publish an image.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your service or possibly 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications take place. I’m gon na click 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 2 events presently that people can select from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s carry on to the events themselves and how can you establish one or more events 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 really our main page here on the house screen where you can add and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. However in most cases, the majority of individuals are utilizing Calendly for one-on-one meeting.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply 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, Meeting with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you choose, you might have some additional choices waiting for 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 contact number. I require to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. 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 only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available. And then simply below the description, we have our occasion link. Now we already 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 separate URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.
Now as soon as 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