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 very first places 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.
And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 submit an image.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your company or possibly 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 people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here simply to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. And now let’s carry on 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 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 main page here on the home screen where you can add and modify existing events. I have actually got two events that I’m using at the moment however let’s go and develop a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, most of people are using Calendly for one-on-one conference.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just 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, truly easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the choice that you pick, you may have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can choose this option, my guest should call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked 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 only after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to maybe 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 name or your company name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate 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 determine however likewise if I just paste this link and copy, they understand what they’re getting too.
Now once we struck 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