We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for disputes more than simply the one that you have picked 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 correctly. Simply select add calendar account here and you can authenticate with any calendar service including 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 just wan na motivate you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your nice profile photo here along with your name and perhaps a welcome message simply when they arrive at your beginning page. Next action, 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 lastly, 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 two events currently 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 select that new occasion type, which is gon na open up a brand-new screen.
Let’s say create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some extra options waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their contact number. I need to know who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the appointment. If somebody is considering booking 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 booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na overlook specifically. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly some of the other occasions that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however also if I just copy and paste this link, they know what they’re getting.
And lastly, we can choose a different color. This is extremely handy if you have several events, I’m gon na select red in this case so it sticks out from the other occasions that I have actually currently created. 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 occasion. So by opening this app, you’re gon na see a great deal of