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 very 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 may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have chosen up here and you can likewise specify which calendar to include those visits to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up 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 meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here together with your name and maybe a welcome message simply when they arrive at your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I have actually got two occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
So let’s state 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 just your reference. 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 basic here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the option that you select, you might have some additional choices waiting on you. For example, 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 understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone is thinking about scheduling 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 only after they have actually booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. 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 differentiate what this occasion has to do with compared to possibly some of the other events that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they know what they’re getting.
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