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 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 may have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can also define which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. Just select 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 upload an image. If this is meetings or consultations that people 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 simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your company 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where some of those modifications take place. 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 two occasions presently that individuals can select from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo design comes 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 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 actually our primary page here on the house screen where you can include 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 select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one conference or a group meeting. Now a group meeting lets several guests consult 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 many cases, the majority of people are utilizing Calendly for one-on-one conference.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really easy here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you pick, you might have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. If somebody is thinking about 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 scheduled the time will this number be exposed. In this case, I’m gon na state, 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 conserve that choice here. Down below we can add a description which is something you do not wan na neglect specifically if you have multiple events that you’re gon na be providing to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business 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 again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of