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 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 reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also check for disputes. You can use numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Simply choose add calendar account here and you can validate 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. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your good profile picture here along with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo design or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can inform our users upfront, is this a face to face 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 noted here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the choice that you select, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my guest ought 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 actually reserved 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 just after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their contact number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na neglect especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or perhaps 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 try make it as particular as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.
Now once 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