We’re gon na get things kicked off by going into our menu, into our account when 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 add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile picture here together with your name and perhaps a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.
Now this is most likely more important than you believe. In many cases, you’re gon na wan na put the name of your service or maybe 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 site or your social media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those modifications happen. I’m gon na click my link here just 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 have actually got 2 events presently that people can pick from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo enters play. Now let’s move on to the occasions 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 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 include and edit existing occasions. 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 new event type, which is gon na open up a new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the bulk of people are using Calendly for individually meeting.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some extra choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the consultation. If someone is considering 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 have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have several 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 ignore particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or maybe 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 particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting too.
And last but not least, we can select a various color. This is extremely valuable if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of