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 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.
to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 upload an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile image here along with your name and maybe a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks 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, once you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here just to show you where this shows up. 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 two events presently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the events themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This may be excellent for a teacher or if you are offering a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one conference.
Let’s say create for individually. 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 simply your referral. 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 Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific 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 many cases, depending upon the choice that you pick, you might have some extra choices awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na state update, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but 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. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting too.
And finally, we can select a various color. This is really valuable if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of