We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 add one or more calendar accounts.
to check other bookings that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can utilize multiple calendars to look for conflicts more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select include calendar account here and you can authenticate 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 motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and maybe a welcome message simply 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 design or some other image that you wish to include here. And finally, 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 currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select 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 give it an occasion name. Now keep in mind, 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 simply gon na call this one, Meeting Scott, really basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you choose, you might have some extra options waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee ought to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the visit. So if someone is considering reserving 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 booked the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. If you have several occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na neglect especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company 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 once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting.
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