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 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 include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly consultations but things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 encourage you to publish an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your service or maybe it’s your full name. However remember, this is the URL that you are gon na be showing 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 individuals directly so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s return to the house 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 and that welcome message. I’ve got two occasions currently that people can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo comes into 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 easy for your prospective leads or for your customers 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 add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of people are using Calendly for one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an event 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 just gon na call this one, Fulfilling with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have multiple events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect specifically. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can choose a various color. This is very practical if you have multiple occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of