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 very first places 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 bookings that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can authenticate with any calendar service consisting of 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 encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here in addition to your name and possibly a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in many cases, depending on the alternative that you select, you might have some extra options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the visit. If somebody is thinking about reserving 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’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na overlook particularly if you have numerous occasions that you’re gon na be providing 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 distinguish 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 name or your organization name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they know what they’re getting too.
Now once 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