We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very 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 visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your very 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 just wan na encourage you to submit an image.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly 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 site or your social media 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, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to show 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 two occasions currently that people can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. But now let’s move on to the events themselves and how can you establish 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. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the home screen where you can include and modify existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either develop an one-on-one meeting or a group conference. Now a group conference lets several guests consult with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of people are using Calendly for one-on-one conference.
Let’s say develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the option that you choose, you may have some additional alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the consultation. If someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s just after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have multiple events that you’re gon na be offering to your users. 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 event is about compared to possibly some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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 different URL. So in this case again, you wan na attempt 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 recognize but also if I just paste this link and copy, they know what they’re getting too.
Now when 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