We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very 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.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have selected up here and you can also define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more important than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your full 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 people directly so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. 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 presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the events themselves and how can you set up one or more 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 return 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 edit existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na select that brand-new event type, which is gon na open up a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group meeting lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of people are utilizing Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your reference. 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, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the option that you choose, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my invitee ought to 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 scheduled the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events 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 organization name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case 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 simple for me to recognize however likewise if I just paste this link and copy, they understand what they’re getting.
Now once 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