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 locations 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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections established correctly. Simply select include calendar account here and you can verify with any calendar service consisting of 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and maybe a welcome message simply when they arrive on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got 2 occasions presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, actually basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the option that you select, you may have some additional options awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this alternative, my invitee must call me. In this case, I can include my desired contact 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 somebody is thinking about 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 scheduled the time will this number be exposed. In this case, I’m gon na state, 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 below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be providing 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 distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but likewise if I simply paste this link and copy, they know what they’re getting also.
Now as soon as 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