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 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 examine other reservations that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also look for disputes. You can use numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can also define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got 2 events presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state 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 reference. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the alternative that you choose, you may have some extra options waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have booked the visit. If somebody 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be using to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting too.
Now when 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