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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. But remember, this is the URL that you are gon na be showing 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 individuals straight so that they can arrive on your Calendly page. All right, once you have actually 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 take place. I’m gon na click my link here just to show you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design enters into play. Today let’s carry on to the events themselves and how can you establish one or more events so that it’s as easy 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 really our primary page here on the home screen where you can add and modify existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that brand-new event type, which is gon na open up 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 several invitees meet you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the bulk of people are utilizing Calendly for individually meeting.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the option that you choose, you might have some extra alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be offering to your users. So I’m just gon na say, 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 perhaps some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your business 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 different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can choose a various color. This is very practical if you have multiple events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of