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 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 add 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 appointments but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple 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 appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just select add calendar account here and you can confirm 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 motivate you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you would like to add here. And finally, 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 organization or possibly 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 website 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, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here simply 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 2 events presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s carry on to the occasions 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 truly our main page here on the house screen where you can add and modify existing events. I’ve got 2 events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We have actually got two options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous invitees consult with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, the majority of individuals are using Calendly for one-on-one conference.
Let’s say produce for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the choice that you pick, you might have some additional choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na ignore especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few of the other events that I have available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name or your business 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 again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting.
Now when we hit 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