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 very first places 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 add one or more calendar accounts.
to examine other reservations that you might have going on. And what I mean by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just select include calendar account here and you can authenticate with any calendar service consisting of 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 upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile photo 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 fast stop at the branding page to include your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got two occasions presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform 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 possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the option that you pick, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I require to understand who I’m calling or I can select this choice, my guest should call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, 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