We’re gon na get things kicked off by going into our menu, into our account when 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 add one or more calendar accounts.
to check other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring possibly in your individual life or other meetings that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Just choose add calendar account here and you can verify with any calendar service consisting of 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 publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got two occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. 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, actually simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you pick, you might have some additional alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can add my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide 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 offering to your users, down below we can add a description which is something you don’t wan na ignore especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full 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, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
Now when we hit 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