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 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 examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to look for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add 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 publish an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here together with your name and possibly a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add here. And last but not least, we can click on 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 presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
Let’s say produce 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 referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to add a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the choice that you select, you might have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can add my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. So 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 now, it’s just after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting too.
Now when we hit 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