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 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 inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can use numerous calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections set up correctly. Just choose add calendar account here and you can verify 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 just wan na encourage you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And lastly, 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 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you select, you may have some extra choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can select this option, my invitee needs to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the consultation. If someone is thinking about 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 scheduled 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 them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook specifically. So I’m simply gon na state, 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 maybe some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting.
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