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 simply Calendly visits but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to upload an image.
Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your company or maybe it’s your complete name. 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that people can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo design comes into play. But now let’s proceed to the events themselves and how can you set up several events so that it’s as simple for your potential 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 really our primary page here on the house screen where you can add and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an individually conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This may be excellent for an instructor or if you are supplying 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 say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the option that you select, you might have some extra options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or perhaps your full 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 again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can select a different color. This is extremely useful if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of