We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to look for disputes more than simply the one that you have picked up here and you can likewise specify which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can authenticate 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 motivate you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and perhaps a welcome message simply when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got 2 events currently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new event 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 offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you choose, you may have some additional choices waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can choose this choice, my invitee should call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have booked the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several occasions that you’re gon na be using to your users. I’m just gon na state, 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 maybe some of the other events that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I just paste this link and copy, they understand what they’re getting too.
Now once 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