We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations but things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check for disputes. You can use multiple calendars to look for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those appointments to. So this is absolutely gon na be your really first stop to ensure that you have your calendar connections established correctly. Just select include calendar account here and you can validate with any calendar service including 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 publish an image. So if this is meetings or appointments that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and possibly 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 add your business logo design 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 organization or perhaps it’s your full name. I have actually got 2 occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting 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 select call in this case. And oftentimes, depending on the option that you choose, you may have some additional alternatives waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If somebody is thinking about 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. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na ignore especially if you have multiple events that you’re gon na be providing to your users. So 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 perhaps some of the other events that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page however 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. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they understand what they’re getting too.
Now when 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