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 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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established properly. Simply choose add 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 just wan na encourage you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your company 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 business or maybe it’s your full name. I have actually got 2 occasions currently that individuals 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 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 need to do is offer it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the choice that you pick, you may have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If someone is considering booking 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 only after they’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na save that option here. If you have numerous occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na neglect specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to possibly some of the other occasions that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting too.
Now as soon as 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