We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the 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 indicate by this, is things beyond just Calendly appointments but things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise define which calendar to add those consultations to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections set up properly. Just select include calendar account here and you can confirm 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 encourage you to publish an image. 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 along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I have actually got two occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, 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 choose, you might have some additional choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their telephone number. I require to understand who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number till they have booked the appointment. 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 away, it’s only after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have multiple occasions that you’re gon na be providing to your users. So I’m simply 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 a few of the other events that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they understand what they’re getting.
Now once 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