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 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 include one or more calendar accounts.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly consultations but things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to check for conflicts more than simply the one that you have picked up here and you can also define which calendar to include those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just 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 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. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got two events currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. 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, Meeting with Scott, truly easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the choice that you pick, you might have some extra choices waiting on 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 need to know who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If somebody is considering reserving 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 booked the time will this number be revealed. 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 state upgrade, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na neglect specifically. 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 event is about compared to possibly some of the other occasions that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting.
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