We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 bookings that you may have going on. And what I mean by this, is things beyond just Calendly visits however things that are occurring maybe in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have chosen up here and you can also define which calendar to include those visits to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 motivate you to upload an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here together with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you want to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I’ve got two events presently 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 select that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion 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. I’m simply gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the option that you select, you may have some additional choices awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can select this alternative, my guest should call me. In this case, I can include my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. So if someone is considering 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 have actually booked 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 provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting.
Now as soon as 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