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 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.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to add those visits to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. Just select include calendar account here and you can verify with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your good profile image here in addition to your name and perhaps a welcome message just when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to add here. And finally, we can click the my link.
Now this is probably more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or possibly it’s your full name. However 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 at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes take place. I’m gon na click on my link here just to reveal you where this shows up. So 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 2 occasions currently that individuals can pick from and when they click on among those occasions, they are likewise 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 establish several events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s go back 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 edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open up a new screen. We’ve got two choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several invitees meet you at a single time. This might be excellent for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for individually meeting.
So let’s state create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the alternative that you select, you might have some extra choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na overlook especially if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your company 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. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I just paste this link and copy, they know what they’re getting as well.
Now once we struck 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