We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first locations 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 may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up properly. Just select add calendar account here and you can authenticate with any calendar service including 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 simply wan na motivate you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning 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 would like to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two events presently that people can choose 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 occasion type, which is gon na open up a brand-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 keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly simple 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 an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in many cases, depending on the choice that you choose, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have booked the appointment. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have numerous occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just 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 occasion. By opening this app, you’re gon na see a lot of