We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 mean by this, is things beyond simply Calendly appointments but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely 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 simply wan na motivate you to upload an image.
Now this is most likely more crucial than you think. In many cases, you’re gon na wan na put the name of your organization 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 connect from your site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions presently that people can pick from and when they click on among those events, they are also gon na see my branding here. This is where the logo design enters into 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 simple for your prospective leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a new occasion from scratch. We gon na pick that new occasion type, which is gon na open a new screen. We’ve got 2 options here, we can either create an individually meeting or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are using Calendly for individually meeting.
So let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a specific 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 select telephone call in this case. And in a lot of cases, depending upon the option that you choose, you may have some additional alternatives waiting for you. For instance, 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 note their telephone number. I need to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the visit. So if someone is considering booking 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 booked 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na overlook specifically. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe 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 identify but likewise if I just paste this link and copy, they know what they’re getting as well.
And finally, we can pick a various color. This is extremely useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already developed. Now once we hit 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. By opening this app, you’re gon na see a lot of