We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include calendar account here and you can verify 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 just wan na encourage you to submit an image. If this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I’ve got two events presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending on the choice that you pick, you may have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee must call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually scheduled 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 inquire to supply their telephone number. I’m gon na state upgrade, that’s gon na save that option here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect particularly. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your full 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 again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting.
Now once we struck 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