We’re gon na get things kicked off by going into our menu, into our account when 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 suggest by this, is things beyond just Calendly appointments but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise look for conflicts. You can utilize multiple calendars to check for conflicts more than just the one that you have selected up here and you can likewise define which calendar to add those consultations to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can verify 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. If this is meetings or visits that people are going to be scheduling with you, I advise that you put your good profile picture here along with your name and possibly a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got two occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that new occasion 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 require to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you might have some additional alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee must call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. If you have multiple events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I just copy and paste this link, they know what they’re getting as well.
And last but not least, we can pick a different color. This is very handy if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other events that I’ve already created. Now as soon as 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 event. By opening this app, you’re gon na see a lot of