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 very 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 bookings that you may have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also look for conflicts. You can use multiple 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 appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply choose add calendar account here and you can verify 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 upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you wish to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got two events presently that people can pick 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 create for individually. 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, 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 alternative that you select, you may have some extra alternatives awaiting you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add 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 appointment. If somebody is considering reserving 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 booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be offering to your users. 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 perhaps a few of the other events that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting also.
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