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 add one or more calendar accounts.
to examine other bookings that you may have going on. And what I mean by this, is things beyond simply 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 below here, you can likewise look for disputes. You can use numerous calendars to look for disputes more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate 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 motivate you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and possibly a welcome message just when they land on your start page. Next action, you also 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 finally, we can click on the my link.
Now this is probably more crucial than you think. For the most part, you’re gon na wan na put the name of your service or perhaps it’s your complete name. But remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I have actually got 2 events presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s proceed to the occasions themselves and how can you set up several events so that it’s as easy for your prospective leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our main page here on the home screen where you can add and edit existing events. I have actually got two events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a new screen. We’ve got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets multiple guests meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are utilizing Calendly for individually conference.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your referral. 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 Scott, really basic here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you pick, you might have some additional alternatives awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their contact 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 desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. So if someone is thinking about 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 just after they have actually reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook particularly. 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 separate what this event is about compared to perhaps some of the other occasions that I have available. And then 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 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. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they know what they’re getting as well.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of