We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can use several calendars to look for disputes more than just the one that you have picked up here and you can also define which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select add 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 just wan na encourage you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you likewise 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 last but not least, we can click on the my link.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. However 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 networks accounts or you can simply copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that people can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters into play. And now let’s proceed to the events themselves and how can you set up one or more occasions 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 return to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several invitees consult with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are utilizing Calendly for individually meeting.
So let’s state create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your referral. 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, truly basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone 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 noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this option, my guest ought to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually reserved the consultation. So if someone is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, 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 guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly a few of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we currently 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 separate URL. So in this case again, you wan na try make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting as well.
And lastly, we can choose a various color. This is extremely practical if you have multiple events, I’m gon na select red in this case just so it sticks out from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of