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 locations that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however 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 utilize numerous calendars to check for conflicts more than just the one that you have actually picked up here and you can also specify 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 properly. Simply 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 simply wan na motivate you to publish an image. So if this is meetings or consultations that people are going to be scheduling with you, I advise that you put your great profile image here together with your name and perhaps a welcome message simply when they land on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you would like to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I have actually got two events presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the option that you choose, you might have some extra choices waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their contact number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. 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 inquire to supply their phone number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is extremely handy if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other events that I’ve currently developed. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of