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 places 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 examine other reservations that you may have going on. And what I imply by this, is things beyond simply Calendly consultations 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 disputes. You can use several calendars to check for disputes more than simply the one that you have selected up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate with any calendar service including 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 motivate you to publish an image. If this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to include your business logo design or some other image that you wish to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got two occasions currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the alternative that you choose, you might have some additional choices waiting for you. Do I wan na pick 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 need to know who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have reserved the visit. 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 right away, it’s just after they have actually scheduled the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting also.
Now as soon as we hit 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