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 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 check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are happening possibly in your personal life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have selected up here and you can likewise specify which calendar to add those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established 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 stick 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 suggest that you put your nice profile picture here along with your name and possibly a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you want to add here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are likewise 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 develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your referral. 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, Consulting with Scott, really easy here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the option that you pick, you may have some extra options waiting for you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my wanted contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the visit. So if someone is considering reserving 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 have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na overlook specifically if you have multiple occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps a few of the other events that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know what they’re getting as well.
And last but not least, we can select a different color. This is extremely valuable if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually currently produced. Now as soon as we struck 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