We’re gon na get things kicked off by going into our menu, into our account once 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is probably more vital than you think. You’re gon na wan na put the name of your organization 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 media accounts or you can just copy and paste this and give it to individuals 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 home screen. I just wan na show you where some of those changes happen. I’m gon na click on my link here just to show you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. But now let’s carry on to the occasions themselves and how can you establish 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. So 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 add and edit existing events. I’ve got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na choose that new occasion type, which is gon na open a new screen. We have actually got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This may be great for an instructor or if you are offering a group webinar or something along those lines here. But for the most part, the majority of individuals are using Calendly for individually conference.
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 recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Meeting 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 call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you pick, you may have some additional choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this option, my invitee needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If somebody is thinking about scheduling 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 reserved the time will this number be exposed. But 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 say update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na neglect particularly if you have multiple occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe a few of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting also.
And finally, we can pick a different color. This is extremely practical if you have multiple occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of