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 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 inspect other reservations that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can use several calendars to look for disputes more than simply the one that you have selected up here and you can also define which calendar to add those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can verify 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 simply wan na encourage you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I suggest that you put your nice profile image here along with your name and perhaps a welcome message simply when they arrive on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like 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 service or maybe it’s your full name. I’ve got two events currently that people can choose 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 occasion type, which is gon na open up a brand-new screen.
So let’s say develop 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 recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area 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 particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the option that you choose, you may have some extra options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually booked 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 right now, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary 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. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting.
Now as soon as we struck 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