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 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 add one or more calendar accounts.
to check other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for disputes. You can use multiple calendars to look for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to add those visits to. So this is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select 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 motivate you to publish an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got 2 events presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing conference 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 phone call in this case. And in most cases, depending upon the choice that you select, you might have some additional options waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that option here. If you have several events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na ignore especially. 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 separate what this occasion has to do with compared to perhaps some of the other events that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization name or maybe your full name to get them to your main 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. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they understand what they’re getting.
Now as soon as 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