We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to inspect other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. Down 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 actually selected up here and you can likewise define which calendar to add those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just 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 simply wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your good profile image here in addition to your name and perhaps a welcome message simply 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 design or some other image that you wish to add 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 possibly it’s your full name. I have actually got two events 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 choose that brand-new event type, which is gon na open up a new screen.
Let’s say produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Satisfying with Scott, truly easy here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the option that you choose, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this option, 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 display this number until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting 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 occasions that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can select a different color. This is extremely practical if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. 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