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 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 appointments but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to add those consultations to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up properly. Just choose include 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 submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to add here. And finally, we can click the my link.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or possibly it’s your complete name. 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click my link here simply to reveal you where this shows up. So 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 events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. And now let’s move on to the occasions themselves and how can you establish one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and modify existing events. I’ve got two events that I’m using at the moment but let’s go and create a brand-new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets numerous invitees meet you at a single time. This may be fantastic for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the bulk of individuals are using Calendly for individually meeting.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the choice that you choose, you might have some additional choices waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the consultation. So if someone is thinking about booking 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 revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative 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 don’t wan na ignore especially. So I’m just gon na state, this is a conference 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 a few 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 name or your organization name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting also.
Now when we hit 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