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 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.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits however things that are happening perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to add those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 simply wan na encourage you to submit an image. If this is conferences or consultations that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo or some other image that you wish to include here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two events presently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place 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 conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you pick, you might have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have scheduled the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually scheduled 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 supply their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have numerous events 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 neglect especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they understand what they’re getting.
Now when we struck 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