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 locations that you’re gon na wan na go is up here to your account. The very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly consultations however things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can authenticate with any calendar service including 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 conferences or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and perhaps a welcome message simply when they arrive on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to add here. And last but not least, we can click on the my link.
Now this is probably more vital than you think. You’re gon na wan na put the name of your business or perhaps it’s your full name. However remember, this is the URL that you are gon na be sharing with 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, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. But now let’s proceed to the occasions themselves and how can you set up several 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 really our primary page here on the house screen where you can include and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an individually meeting or a group conference. Now a group conference lets numerous guests meet with 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. However most of the times, the majority of people are using Calendly for one-on-one meeting.
So let’s say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally conference, a 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 listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you choose, you might have some extra choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my guest must call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If somebody is considering reserving 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 only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your service 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 different URL. So in this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
Now once we struck 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