We’re gon na get things kicked off by going into our menu, into our account once 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 bookings that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate with any calendar service consisting of 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 upload an image. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and maybe a welcome message just when they land on your start page. Next step, 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 lastly, 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’ve got 2 occasions presently that individuals can choose 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.
Let’s state produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include an area 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 conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in many cases, depending upon the choice that you select, you might have some additional options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they have actually reserved the time will this number be revealed. 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 conserve that option here. Down below we can include a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply paste this link and copy, they know what they’re getting.
Now as soon as 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