We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other bookings that you may have going on. And what I indicate by this, is things beyond just Calendly visits however things that are happening possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to look for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can confirm 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 encourage you to publish an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I advise that you put your great profile picture here in addition to your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to include your business logo design 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 service or maybe it’s your complete name. I have actually got two occasions currently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, actually easy here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this an in person 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 choose phone call in this case. And in most cases, depending upon the option that you choose, you might have some additional options waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I require to understand who I’m calling or I can select this choice, my guest must call me. In this case, I can add my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If somebody is considering scheduling 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 just after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to provide their contact number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to possibly some of the other events 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 business name or maybe your complete 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 again, you wan na try make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can select a various color. This is extremely useful if you have several occasions, I’m gon na select red in this case so it stands out from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of