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 very first locations 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 examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to look for disputes more than simply the one that you have picked up here and you can also define which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can confirm 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 encourage you to submit an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and maybe 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 add your business logo or some other image that you wish 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 organization or possibly it’s your full name. I have actually got 2 occasions 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 new event type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is provide it an occasion 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. So I’m just gon na call this one, Meeting with Scott, actually simple here. So I can determine, oop, Consulting with 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 an in person meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the choice that you choose, you may have some additional alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the consultation. If somebody is thinking about 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 revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save 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 overlook especially. 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 separate what this occasion is about compared to perhaps some of the other occasions 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 full name to get them to your primary 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 recognize but likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can choose a different color. This is very helpful if you have multiple events, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve already created. 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 event. So by opening this app, you’re gon na see a lot of