We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly visits but things that are happening possibly in your individual life or other meetings that come up as a part of your day. Down below here, you can also check for disputes. You can utilize several calendars to check for conflicts more than just the one that you have actually chosen up here and you can also specify which calendar to include those visits to. So this is certainly gon na be your really first stop to make certain that you have your calendar connections set up properly. Just select add 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 just wan na encourage you to upload an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and maybe a welcome message just when they arrive on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you would like to add 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 full name. I have actually got 2 occasions currently that people can choose from and when they click on one of those occasions, they are likewise 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 give it an occasion name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you select, you may have some extra options waiting for you. For example, do I wan na pick if I will call my guest 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 choose this option, my invitee needs to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have scheduled the visit. If someone 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 only after they’ve reserved 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 ask to supply their contact number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to maybe a few of the other occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 different URL. 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 simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting.
And lastly, we can pick a various color. This is extremely handy if you have multiple events, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already produced. Now once 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 lot of