We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have selected up here and you can also define which calendar to include those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include 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 encourage you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here in addition to your name and perhaps a welcome message simply when they arrive on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got two occasions currently that individuals can pick from and when they click on one of those occasions, 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 say develop for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you pick, you may have some additional options 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 person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have scheduled the visit. So if someone 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 now, it’s just after they have actually 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 ask to provide their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be using 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 say, 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 possibly some of the other events 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 business name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting.
Now once we struck 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