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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize multiple calendars to look for disputes more than just the one that you have actually picked up here and you can also define which calendar to include those appointments to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up correctly. Just select include calendar account here and you can verify 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 encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to include your company 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 crucial than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. However keep in mind, 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 individuals 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 show you where a few of those modifications happen. I’m gon na click on my link here just to reveal 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 currently that people can choose from and when they click on among those events, they are also gon na see my branding here. This is where the logo comes into play. Now let’s carry on to the occasions themselves and how can you establish several events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got 2 choices here, we can either develop an individually conference or a group conference. Now a group meeting lets several invitees meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one conference.
So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this a personally conference, a phone 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 noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the choice that you choose, you may have some additional choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my preferred phone number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually booked the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only 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 invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na state update, that’s gon na save that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore especially. 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 is about compared to perhaps some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just paste this link and copy, they know what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of