We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the 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 examine other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to look for conflicts more than just the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is definitely gon na be your very first stop to ensure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify 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 encourage you to submit an image. If this is meetings or consultations that individuals 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 simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got two occasions presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
So let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending on the option that you select, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. 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 exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have several 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 overlook particularly. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly a few of the other events that I have available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of