We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly consultations but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to upload an image.
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 service or possibly it’s your complete 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 directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters 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 easy for your potential leads or for your clients 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 truly our primary page here on the home screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and develop a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open up a brand-new screen. We have actually got 2 choices here, we can either develop an one-on-one conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the majority of individuals are utilizing Calendly for one-on-one conference.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending upon the option that you choose, you might have some additional options awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. So if someone is considering scheduling 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 only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting also.
And lastly, we can choose a different color. This is really useful if you have several occasions, I’m gon na choose red in this case so it stands out from the other events that I’ve already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of