We’re gon na get things kicked off by going into our menu, into our account when 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 very 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 may have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Simply choose 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you wish to include here. And last but not least, 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 business or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be showing 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 directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here simply to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can choose from and when they click on one of 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 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 home screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple guests consult with 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. However in many cases, the majority of people are utilizing Calendly for individually conference.
So let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a location 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 specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the option that you choose, you might have some additional options waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually scheduled 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 provide their phone number. I’m gon na say update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na neglect especially if you have numerous events that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly your full 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 again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting.
Now once we struck 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