We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the first places 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 might have going on. And what I imply by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also specify which calendar to add those appointments to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include 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 motivate you to upload an image. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got two occasions presently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
Let’s say develop for individually. On this screen, the first thing that we require 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, Satisfying with Scott, truly basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some additional alternatives awaiting you. For instance, do I wan na select 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 alternative, my guest should call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number till they have scheduled the consultation. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually booked 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have multiple events that you’re gon na be offering to your users. So I’m simply 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 perhaps some of the other events that I have offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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 different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can pick a different color. This is really helpful if you have numerous occasions, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently developed. Now once 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 occasion. By opening this app, you’re gon na see a lot of