We’re gon na get things kicked off by going into our menu, into our account when 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to check other reservations that you might have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to check for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those visits to. So this is absolutely gon na be your extremely first stop to ensure that you have your calendar connections established properly. Just select include calendar account here and you can confirm 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 consultations that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and perhaps a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your business logo design or some other image that you wish to add 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 have actually got two events currently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new event 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 give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the option that you pick, 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 need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the appointment. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they have actually booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na overlook particularly if you have several occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events that I have available. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can select a various color. This is very valuable if you have numerous occasions, I’m gon na choose red in this case so it stands out from the other occasions that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of