We’re gon na get things kicked off by going into our menu, into our account once 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 check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits but things that are taking place maybe in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your very first stop to make certain that you have your calendar connections set up correctly. Simply choose 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 conferences or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message just when they arrive on your start page. Next step, you likewise wan na make a fast 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 the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got two occasions currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your reference. 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, Meeting with Scott, truly basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform 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 custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending upon the choice that you pick, you may 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 booking that time to note their telephone number. I require to know who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If somebody is considering scheduling 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 exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply paste this link and copy, they know what they’re getting too.
And finally, we can choose a various color. This is very practical if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of