We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for disputes. You can utilize several calendars to look for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to add those appointments to. So this is definitely gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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 people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And finally, we can click on the my link.
Now this is probably more vital than you believe. In most cases, you’re gon na wan na put the name of your service or possibly it’s your complete name. Keep in mind, 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 people straight so that they can land on your Calendly page. All right, as soon as 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 changes occur. I’m gon na click on my link here just to reveal you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 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 include and edit existing occasions. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an individually meeting or a group conference. Now a group conference lets numerous guests meet you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, the majority of people are using Calendly for one-on-one conference.
So let’s say develop for one-on-one. 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 just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, 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 on the choice that you select, you may have some additional alternatives awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be providing to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a different 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 recognize however also if I just copy and paste this link, they know what they’re getting too.
And lastly, we can choose a various color. This is very helpful if you have several occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of