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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than just the one that you have actually selected up here and you can likewise specify which calendar to include those consultations to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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 encourage you to publish an image. If this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you would like to include here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two occasions currently that people can pick 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 state create for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your recommendation. 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 recognize, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the choice that you select, you may have some extra options waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve booked the time will this number be exposed. In this case, I’m gon na say, 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 listed below we can add a description which is something you don’t wan na overlook especially if you have several occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just 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