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 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 include one or more calendar accounts.
to inspect other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select include 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 appointments that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to include here. And lastly, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete 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 a few of those modifications occur. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 include and modify existing occasions. I’ve got 2 occasions that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets numerous guests meet you at a single time. This may be terrific for a teacher or if you are providing a group webinar or something along those lines here. But in many cases, most of people are using Calendly for individually conference.
So let’s say produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this option, my guest ought to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have scheduled the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say update, that’s gon na save that choice here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore specifically. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can select a different color. This is extremely valuable if you have several occasions, I’m gon na select red in this case so it stands out from the other events that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of