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 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 include one or more calendar accounts.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up properly. Just choose include calendar account here and you can confirm with any calendar service consisting of 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 simply wan na motivate you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your service or maybe it’s your complete name. Remember, 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 people directly so that they can land 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 on my link here simply 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 2 events presently that people can pick from and when they click among those occasions, 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 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 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 house screen where you can include and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open a new screen. We have actually got 2 choices here, we can either produce an one-on-one conference or a group conference. Now a group meeting lets multiple guests meet with you at a single time. This might 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 bulk of individuals are utilizing Calendly for one-on-one conference.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending on the choice that you choose, you may have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to display this number up until 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 just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone 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 neglect particularly if you have multiple events that you’re gon na be using to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to maybe some of the other events that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting as well.
Now when 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