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 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 add one or more calendar accounts.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments however things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can utilize numerous calendars to look for disputes more than simply the one that you have chosen up here and you can also define which calendar to add those visits to. So this is absolutely gon na be your very first stop to make certain that you have your calendar connections set up correctly. 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here in addition to your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to include your business logo or some other image that you would like to add here. And finally, we can click the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got two events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s say create for one-on-one. 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 reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra choices waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I need to know who I’m calling or I can choose this choice, my guest must call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na overlook particularly if you have multiple occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your full 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 try make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting as well.
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