We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the 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 reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly visits however things that are happening perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can validate with any calendar service including Google Calendar and Microsoft Outlook. Next up, we wan na stick 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 recommend that you put your good profile photo here together with your name and perhaps a welcome message just when they arrive on 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 wish to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or perhaps it’s your full name. I’ve got 2 events presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, 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 alternative that you select, you may have some extra choices waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can pick this choice, my guest must call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the visit. 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 have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na ignore especially if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to possibly a few 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 name or your organization name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine 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 very helpful if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently produced. Now when we struck 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