We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very first places 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 inspect other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments however things that are occurring perhaps in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have picked up here and you can also specify which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established properly. Just choose add calendar account here and you can confirm with any calendar service including 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 submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your good profile photo here along with your name and maybe a welcome message simply when they land on 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 want to include here. And lastly, 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 2 occasions presently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an event 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, truly simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their telephone number. I require to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can include my preferred telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they’ve booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na say update, that’s gon na save that choice here. If you have several occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na ignore particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page however 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. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I just copy and paste this link, they understand what they’re getting also.
And finally, we can choose a various color. This is really handy 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 currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of