We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. This is definitely 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 simply wan na motivate you to publish an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your service or possibly it’s your complete name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social media 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, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to reveal you where this appears. 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 events currently that individuals can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo design comes into 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 easy for your prospective leads or for your clients 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 main page here on the home screen where you can add and edit existing occasions. I’ve got 2 occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be great for an instructor or if you are providing a group webinar or something along those lines here. However in many cases, most of individuals 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 require to do is give it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add 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 specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you select, you may have some additional alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually booked the appointment. If somebody is thinking about booking 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 only after they’ve booked the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have multiple events that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have readily available. 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 complete name to get them to your main 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. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
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