We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually picked up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. 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 encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design 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 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. Remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to people straight 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 just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to show you where this appears. So 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 events currently that individuals can choose 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 play. And now let’s move on to the events themselves and how can you establish one or more events so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open up a brand-new screen. We have actually got 2 options here, we can either develop an individually conference or a group conference. Now a group conference lets multiple invitees meet you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of people are using Calendly for individually conference.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the alternative that you pick, you may have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I require to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved 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 upgrade, that’s gon na save that choice here. If you have numerous occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can pick a various color. This is extremely helpful if you have numerous occasions, I’m gon na choose red in this case so it stands 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 occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of