We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very 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.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have selected up here and you can also specify 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 correctly. Just select include calendar account here and you can validate 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 just wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and possibly a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo or some other image that you would like to include here. And last but not least, 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. However keep in mind, this is the URL that you are gon na be showing 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 at your Calendly page. All right, once 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 occur. I’m gon na click my link here simply to show you where this shows up. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s move on to the events themselves and how can you set up several events so that it’s as simple for your potential 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 main page here on the home screen where you can include and modify existing events. I’ve got two events that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that brand-new event type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets multiple guests 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. In most cases, the majority of individuals are using 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 remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place 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 using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have booked the visit. If somebody is considering reserving 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 have actually booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na state update, that’s gon na save that option here. If you have numerous events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they know what they’re getting.
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