We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 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 reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are occurring perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm 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 motivate you to publish an image. If this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo 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 fast stop at the branding page to include your business logo design or some other image that you want to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got two occasions presently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose 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 need to do is give it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you choose, you may have some extra choices waiting on you. Do I wan na pick 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 understand who I’m calling or I can select this alternative, my invitee needs 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 display this number up until they have actually booked the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down below we can add a description which is something you don’t wan na neglect specifically if you have numerous events that you’re gon na be offering to your users. So 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 possibly some of the other events that I have offered. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your service 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 different URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they understand what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of