We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify 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 properly. Simply select include calendar account here and you can validate 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 upload an image. So if this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile picture here in addition to your name and possibly a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo or some other image that you would like to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps 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 events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s state create for individually. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can tell our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the option that you select, you may have some extra options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have reserved the visit. If someone is thinking about 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 just after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to supply their contact number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full 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 specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.
And finally, we can pick a different color. This is really valuable if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of