We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those visits to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can confirm with any calendar service including 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 simply wan na encourage you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile picture here together with your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or maybe it’s your full name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where some of those modifications take place. I’m gon na click my link here just to show you where this shows up. 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 on one of those occasions, they are also gon na see my branding here. This is where the logo design enters 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 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 truly our primary page here on the home screen where you can add and modify existing events. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na select that new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one conference or a group meeting. Now a group meeting lets several invitees meet with you at a single time. This may be terrific for an instructor or if you are offering a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually conference.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you pick, you might have some extra choices waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the consultation. If someone is thinking about reserving 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 exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their telephone number. I’m gon na say upgrade, 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 numerous occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting too.
Now when 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