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 very first locations 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 inspect other bookings that you may have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually chosen up here and you can also define which calendar to add those visits to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just 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 encourage you to upload an image. If this is conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a quick stop at the branding page to add your business logo or some other image that you wish to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I have actually got 2 events currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional choices awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s booking that time to note their contact number. I require to understand who I’m calling or I can pick this choice, my guest must 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 show this number up until they have actually booked the visit. If someone is considering 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 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 state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na neglect particularly if you have numerous events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain 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 different URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they know what they’re getting also.
Now as soon as we struck 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