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 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 add one or more calendar accounts.
to examine other bookings that you may have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are happening perhaps in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established correctly. Just choose include calendar account here and you can validate 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 simply wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your great profile photo here together with your name and perhaps a welcome message simply when they arrive 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 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 company or perhaps it’s your complete name. I’ve got 2 events presently 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 choose that new event type, which is gon na open up a new screen.
So let’s say create for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really basic here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you pick, you may have some additional options waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na ignore especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your business name or possibly 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 once again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to identify however also if I simply copy and paste this link, they know what they’re getting.
Now when 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