We’re gon na get things kicked off by going into our menu, into our account as soon as 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.
And what I imply by this, is things beyond simply Calendly visits but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 publish an image.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your organization or maybe it’s your complete name. But remember, 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 media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications occur. I’m gon na click my link here simply to reveal you where this appears. 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 presently that individuals can choose from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you establish several events 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 truly our primary page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment but let’s go and produce a brand-new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a brand-new screen. We have actually got 2 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 might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. However in most cases, most of people are utilizing Calendly for one-on-one conference.
So let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices awaiting you. For instance, 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 list their phone number. I require to understand who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. 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 only after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have numerous events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na neglect particularly. 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 possibly a few of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization 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. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
Now when we struck 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