We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are happening maybe in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include 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 submit an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you would like to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I’ve got two occasions presently that individuals can select from and when they click on one of those events, 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 create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the alternative that you choose, you might have some extra options waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to perhaps some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization 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. In this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I simply copy and paste this link, they understand what they’re getting too.
Now when 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