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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly consultations but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 motivate you to submit an image.
Now this is most likely more important than you believe. Most of the times, you’re gon na wan na put the name of your service or maybe it’s your complete name. However 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 networks 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, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click on 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 have actually got two events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as simple 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 actually our primary page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either produce an individually meeting or a group meeting. Now a group conference lets numerous invitees meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in most cases, most of people are using Calendly for one-on-one meeting.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the choice that you select, you may have some additional choices waiting for you. For instance, do I wan na choose if I will call my invitee 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 select this option, my guest ought to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. If someone 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 only after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na overlook specifically. I’m just 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 perhaps some of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply paste this link and copy, they understand what they’re getting as well.
Now once 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