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 very 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 add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other conferences 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 correctly. 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 encourage you to submit an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your business or perhaps 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 connect from your site or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here just to show you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you establish one or more events so that it’s as easy for your prospective leads or for your customers 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 truly our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This might be terrific 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.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you pick, you may have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If somebody is thinking about 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 only 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 supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they understand what they’re getting.
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