We’re gon na get things kicked off by going into our menu, into our account as soon as 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 suggest by this, is things beyond just Calendly consultations however things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more vital than you think. For the most part, you’re gon na wan na put the name of your company or maybe it’s your full name. But 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 media accounts or you can just copy and paste this and give it to people straight 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 home screen. I simply wan na reveal you where some of those changes take place. I’m gon na click my link here just 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 have actually got two occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. This is where the logo design 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 potential 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 really our primary page here on the house screen where you can include and modify existing events. I’ve got two events that I’m using at the moment however let’s go and produce a new event from scratch. We gon na select that new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either create an individually conference or a group conference. Now a group conference lets multiple invitees consult with you at a single time. This may be great for an instructor or if you are supplying a group webinar or something along those lines here. In a lot of cases, the majority of people are using Calendly for one-on-one meeting.
Let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion 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, Fulfilling with Scott, really easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this choice, my invitee needs 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 display this number until they have scheduled the appointment. If somebody is thinking about scheduling 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 scheduled 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na neglect specifically if you have several occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe your full 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. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they know what they’re getting.
Now once 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