We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very 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 simply Calendly visits however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 organization or perhaps it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo 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 prospective leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several guests consult with you at a single time. This might be great for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, the majority of people are utilizing Calendly for individually meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you pick, you might have some extra alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the consultation. If somebody is thinking about booking 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 scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na overlook specifically. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting too.
Now when 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