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 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 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 just Calendly visits however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is certainly 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 authenticate 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 visits that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and maybe a welcome message just when they arrive at your start page. Next step, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 occasions currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step 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 customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you may have some extra options awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note 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 add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number till they have reserved the visit. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved 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 them to provide their telephone number. I’m gon na state upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply 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 event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they understand what they’re getting also.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of