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 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 include one or more calendar accounts.
to check other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences that show up as a part of your day. Down below here, you can also check for disputes. You can use several calendars to look for conflicts more than just the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established correctly. Simply choose include calendar account here and you can verify with any calendar service consisting of 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 simply wan na motivate you to submit an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you would like 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 maybe it’s your complete name. I’ve got two events presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using 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 in a lot of cases, depending upon the alternative that you select, you may have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their telephone number. I require to know who I’m calling or I can pick this alternative, my guest should call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually reserved the appointment. If somebody is considering 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly a few of the other events that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your organization 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. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can choose a various color. This is really valuable if you have several occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve already developed. 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 people book this occasion. So by opening this app, you’re gon na see a lot of