Acuity Scheduling Vanity Factor – Easy scheduling ahead

We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.

to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can utilize multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose add 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 motivate you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And finally, we can click the my link.

Now this is probably more vital than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. But keep in mind, 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 people directly so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where some of those modifications occur. 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 and that welcome message. I’ve got two occasions currently that people can pick from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters play. Today let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as simple 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 main page here on the home screen where you can add and edit existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a new event 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 create an individually meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for individually conference.

So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you choose, you might have some additional options waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their contact number. I need to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. So if somebody is thinking about reserving 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 just after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting.

And finally, we can pick a various color. This is very valuable if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of