We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have selected up here and you can also 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 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 stick with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly 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 include your company logo or some other image that you want 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 business or maybe it’s your full name. I have actually got 2 occasions 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.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting Scott, really simple here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific 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 alternative that you select, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee should call me. In this case, I can add my preferred phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. 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 just after they’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other events that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but also 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 various color. This is really useful if you have numerous events, I’m gon na pick red in this case just so it sticks out from the other events that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of