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 locations 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 indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your organization or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with 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 at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here simply to show you where this shows up. This is the initial 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 individuals can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design 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 potential 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 really our primary page here on the home screen where you can add and modify existing occasions. I’ve got 2 occasions that I’m utilizing at the moment but let’s go and produce a new occasion from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets numerous guests consult with you at a single time. This may be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of individuals are utilizing Calendly for individually conference.
Let’s state produce for one-on-one. 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 just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the choice that you select, you might have some additional choices waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I need to understand who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve booked the time will this number be revealed. In this case, I’m gon na state, 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 save that choice here. Down below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting also.
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