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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you might have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize several calendars to check for disputes more than just the one that you have picked up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate 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 upload an image. So if this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your good profile picture here in addition to your name and perhaps a welcome message just when they arrive at your start page. Next step, you also wan na make a fast stop at the branding page to include your company logo design or some other image that you wish to add here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got 2 occasions currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting Scott, actually basic here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this a personally conference, a telephone 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 oftentimes, depending upon the choice that you select, you may have some additional alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can choose this alternative, my invitee should 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 display this number till they have actually reserved the appointment. 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 now, it’s just after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire 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 do not wan na overlook especially if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business 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 once again, you wan na try make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can choose a various color. This is really valuable if you have several events, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of