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 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 inspect other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other conferences that turn up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have chosen up here and you can also specify which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 simply wan na encourage you to publish 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 maybe a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your company logo or some other image that you wish to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I’ve got 2 events currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the choice that you choose, you may have some additional choices waiting on you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to display this number up until they have scheduled the visit. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they’ve scheduled 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 supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have multiple events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps a few of the other events that I have readily available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of