We’re gon na get things kicked off by going into our menu, into our account when 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 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 indicate by this, is things beyond just Calendly visits but things that are occurring possibly in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have chosen up here and you can also specify which calendar to include those appointments to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply select add calendar account here and you can validate 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 simply wan na encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and perhaps a welcome message just when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want 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 service or possibly it’s your full name. I have actually got two events currently that people can select 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 occasion type, which is gon na open up a new screen.
So let’s state create for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the alternative that you pick, you might have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this alternative, my invitee should call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve scheduled 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 provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect specifically if you have multiple occasions that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain 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 again, you wan na try make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just copy and paste this link, they know what they’re getting as well.
And lastly, we can pick 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 out from the other occasions that I’ve already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of