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 very 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize numerous calendars to look for disputes more than simply the one that you have actually picked up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your extremely first stop to make sure that you have your calendar connections established correctly. Just choose 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 simply wan na encourage you to upload an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and possibly a welcome message simply 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 add here. And finally, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually 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 choose that new event type, which is gon na open up a new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the alternative that you select, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. If someone is considering booking 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 have actually reserved the time will this number be revealed. In this case, I’m gon na say, 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 save that choice here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook particularly. 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 is about compared to maybe some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they understand what they’re getting.
And lastly, we can select a different color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I have actually currently 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