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 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 include one or more calendar accounts.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can also check for conflicts. You can use multiple calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose add calendar account here and you can validate 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 motivate you to upload 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 maybe a welcome message simply when they arrive on your start 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 wish 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 perhaps it’s your full name. I have actually got 2 occasions 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.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some additional options 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 booking that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee should call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If someone 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 revealed. 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 say upgrade, that’s gon na save that choice here. If you have multiple occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other occasions 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 name or your organization name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting too.
Now as soon as we hit 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