We’re gon na get things kicked off by going into our menu, into our account once 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 include one or more calendar accounts.
to examine other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits but things that are occurring maybe in your personal life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to include those appointments to. So this is absolutely gon na be your extremely first stop to make certain that you have your calendar connections established properly. 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 simply wan na motivate you to submit an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your nice profile image here in addition to your name and maybe 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 company logo design or some other image that you would like to include here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got two occasions presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the choice that you choose, you might have some extra choices waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this alternative, my invitee should call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to supply their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you do not wan na overlook especially if you have several events 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, simply something so they can distinguish what this occasion has to do with compared to perhaps some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting also.
Now once 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