We’re gon na get things kicked off by going into our menu, into our account once 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 just Calendly appointments but things that are taking place possibly in your individual life or other conferences 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 simply wan na motivate you to upload an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your company or possibly it’s your full name. But remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply 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 appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events presently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as simple for your prospective 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 actually our primary page here on the home screen where you can add and modify existing events. I have actually got two occasions that I’m utilizing at the moment however let’s go and develop a new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets numerous invitees consult with you at a single time. This might be excellent for a teacher or if you are supplying a group webinar or something along those lines here. However in most cases, most of individuals are utilizing Calendly for individually conference.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add an area 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 meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the option that you select, you may have some extra choices waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have booked the appointment. If somebody is considering 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 exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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. So in this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a different color. This is very practical if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of