Calendly Live Support 2022

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 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 inspect other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual 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 numerous calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can authenticate 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 simply wan na motivate you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you wish to add here. And finally, we can click on the my link.

You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got 2 events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that brand-new occasion 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 provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually easy here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second step is to add an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the choice that you select, you may have some extra choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this option, my guest ought to 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 up until they have booked the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting.

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