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 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 add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly consultations but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 encourage you to submit an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or perhaps it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 events currently that people 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 occasions so that it’s as easy for your prospective 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 really our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an one-on-one meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be fantastic for an instructor or if you are providing a group webinar or something along those lines here. In many 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 give it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can add 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 reserved the visit. 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 just after they have actually booked 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, 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 possibly some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply paste this link and copy, they know what they’re getting as well.
And finally, we can select a various color. This is really practical if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of