We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 appointments but things that are happening maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use several calendars to check for disputes more than just the one that you have actually selected up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Simply select include calendar account here and you can confirm 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 simply wan na motivate you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here along with your name and maybe a welcome message just when they arrive at your beginning page. Next step, 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 the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I have actually got 2 occasions presently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that 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 give it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you choose, you may have some extra choices waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee must 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 actually scheduled the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly a few of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they know 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