We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very 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.
And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is certainly gon na be your extremely 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 encourage you to publish an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your organization or perhaps it’s your complete name. 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 media accounts or you can just copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can pick from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo enters play. Now let’s move on to the events 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 really our primary page here on the home screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several invitees consult with you at a single time. This might be terrific for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of people are using Calendly for individually conference.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my guest ought 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 actually scheduled the consultation. So if someone 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 just after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na ignore particularly 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 meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or possibly 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 attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of