We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. This is certainly gon na be your extremely 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 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 upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business or possibly it’s your complete name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can simply copy and paste this and give it to people directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal 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 have actually got 2 occasions currently that individuals can choose from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy 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 primary page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We have actually got 2 choices here, we can either create an individually meeting or a group meeting. Now a group conference lets numerous guests meet you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In the majority of cases, the majority of individuals 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 give it an event name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional choices waiting for you. For example, do I wan na select if I will call my invitee 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 pick this option, my invitee ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have booked the visit. If someone is considering scheduling 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 just after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na ignore specifically if you have multiple events that you’re gon na be using to your users. I’m just gon na say, 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 possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can pick a various color. This is very practical if you have several occasions, I’m gon na select red in this case just so it stands out from the other events that I have actually currently developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of