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 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 just Calendly visits however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 submit an image.
Now this is probably more crucial than you think. You’re gon na wan na put the name of your business or perhaps 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 site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the home screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click on my link here simply to show 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 two events presently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo design enters play. Today let’s carry 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 clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the home screen where you can include and modify existing events. I have actually got two occasions that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group conference lets multiple invitees 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 most of the times, the majority of people are utilizing Calendly for individually conference.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the option that you select, you might have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone 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 just after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting as well.
And finally, we can select a various color. This is extremely handy if you have numerous events, I’m gon na pick red in this case just so it stands out from the other events that I have actually currently developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of