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 first locations 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 indicate by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to check for disputes more than simply the one that you have chosen up here and you can also specify which calendar to include those consultations to. So this is definitely gon na be your really first stop to make certain that you have your calendar connections established properly. Just select add calendar account here and you can authenticate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and maybe a welcome message simply when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got 2 events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly easy here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you pick, you might have some additional alternatives waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several occasions that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na overlook especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to perhaps a few of the other occasions that I have readily available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply paste this link and copy, they know what they’re getting.
Now when we hit 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