We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can also specify which calendar to add those visits to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate with any calendar service including 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 simply wan na motivate you to submit an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile picture here along with your name and possibly a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you wish 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 company or possibly it’s your full name. I have actually got two occasions presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event 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 give it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific 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 telephone call in this case. And oftentimes, depending upon the option that you choose, you may have some additional choices awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone 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 preferred contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved 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’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have multiple occasions that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe 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 once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, fulfilling 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.
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