Calendly Send Update 2022

We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 examine other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than simply the one that you have actually selected up here and you can likewise define which calendar to include those consultations to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can confirm 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 conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you want to add here. And lastly, we can click on the my link.

You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve got two events presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.

So let’s state produce 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 simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you choose, you might have some extra choices waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their contact number. I need to know who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone is thinking about scheduling 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 just after they’ve booked 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 alternative here. If you have multiple events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na neglect especially. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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 different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting.

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