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 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 bookings that you may have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can also check for conflicts. You can use several calendars to look for disputes more than simply the one that you have selected up here and you can also specify which calendar to add those appointments to. This is definitely 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 confirm 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 just wan na encourage you to publish an image. So if this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile picture here together with your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you want to include 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 possibly it’s your full name. I’ve got two occasions presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion 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 arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific 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 phone call in this case. And in most cases, depending on the option that you pick, you may have some extra options awaiting 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 require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually scheduled the consultation. If somebody is considering booking 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 only after they’ve reserved the time will this number be exposed. 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 state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly 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. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting.
Now once 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