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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include 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 just wan na encourage you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and possibly a welcome message simply when they land on 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 would like to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got 2 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 event type, which is gon na open up a brand-new screen.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you pick, you might have some extra options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone 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 include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually 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 right now, it’s just 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 inquire to offer their telephone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply listed 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 but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting as well.
Now when 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