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 add one or more calendar accounts.
to check other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can use several calendars to look for disputes more than simply the one that you have actually selected up here and you can likewise 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 choose add calendar account here and you can validate with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile photo here together with your name and perhaps a welcome message just when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to add your company logo or some other image that you would like to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
So let’s say produce for individually. 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 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, actually basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add a location and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose call in this case. And in most cases, depending on the alternative that you choose, you may have some additional choices awaiting 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 note their phone number. I need to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can add my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the appointment. If somebody is considering booking 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 revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their contact number. I’m gon na say upgrade, that’s gon na save that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you don’t wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your main 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. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine but likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can pick a different color. This is really valuable if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other events that I have actually already developed. 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 event, in this menu screen called. So by opening this app, you’re gon na see a great deal of