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 very first locations 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.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established correctly. Just select 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 encourage you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to include your company logo or some other image that you wish to add here. And last but not least, we can click on the my link.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. But remember, 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 media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here simply to show you where this shows up. So 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 individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the occasions themselves and how can you set up 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 return to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with 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. In a lot of cases, the bulk of individuals are utilizing Calendly for individually meeting.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you select, you may have some additional options waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting too.
And lastly, we can select a different color. This is very valuable if you have several occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of