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 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 include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly visits however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay 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 most likely more vital than you think. For the most part, you’re gon na wan na put the name of your service 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 networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. And now let’s proceed to the occasions themselves and how can you establish several 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 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 modify existing occasions. I’ve got two events that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several guests meet with you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for individually conference.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide 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 arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you select, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this choice, my guest should call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have scheduled the appointment. If somebody is thinking about 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 just after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps some of the other occasions that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also if I just copy and paste this link, they understand what they’re getting too.
And finally, we can select a various color. This is extremely helpful if you have numerous events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently produced. 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 people book this event. By opening this app, you’re gon na see a lot of