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 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 upload an image. If this is conferences or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And lastly, we can click the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your business or perhaps it’s your full name. Keep in mind, 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 simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those changes occur. I’m gon na click my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on 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 include and modify existing events. I have actually got two events that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group conference lets several guests meet you at a single time. This might be great for a teacher or if you are offering a group webinar or something along those lines here. But in most cases, the majority of individuals are using Calendly for individually conference.
Let’s state produce for one-on-one. 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you choose, you may have some additional alternatives waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can choose this option, my invitee ought to 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 scheduled the consultation. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. If you have several events 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 overlook specifically. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your main 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 particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting too.
Now when 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