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 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 taking place possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use several calendars to check for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to add those appointments to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just choose add calendar account here and you can confirm 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 upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile photo here together with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 events presently that individuals can select from and when they click on one of those occasions, 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 provide it an occasion name. Now keep in mind, this is more than just your reference. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending on the option that you select, you might have some extra alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until 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 phone number or my dial in number right away, it’s only after they have actually scheduled 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 supply their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na ignore particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps a few of the other events that I have 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 organization name or maybe your full name to get them to your primary Calendly page but 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. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting as well.
And last but not least, we can choose a different color. This is extremely handy if you have several occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of