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 check other bookings that you might have going on. And what I imply by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to look for disputes more than simply the one that you have chosen up here and you can likewise define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Just choose include calendar account here and you can validate 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 just wan na encourage you to upload an image. If this is meetings or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to include your company logo or some other image that you want to add 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 possibly it’s your full name. I have actually got two events presently that individuals can select 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 occasion type, which is gon na open up a brand-new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na select call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional choices 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 person who’s booking that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee must 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 show this number till they have actually reserved the visit. So if somebody 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 now, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have several occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na neglect especially. I’m just 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 is about compared to possibly some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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 separate URL. In this case once again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can choose a various color. This is very helpful if you have numerous occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of