We’re gon na get things kicked off by going into our menu, into our account as soon as 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 inspect other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual 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 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 visits to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections established properly. 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 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. So if this is conferences or appointments that individuals are going to be scheduling with you, I recommend that you put your nice profile photo here together with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I have actually got two events currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can inform our users upfront, is this a personally conference, a 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 noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the choice that you select, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the appointment. If somebody is considering reserving 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 booked the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na neglect specifically if you have several occasions that you’re gon na be using to your users. I’m just gon na say, this is a meeting 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 occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is really valuable if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other events that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of