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 inspect other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use numerous calendars to check for disputes more than just the one that you have actually selected up here and you can also define which calendar to add those visits to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up 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 stick with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image. If this is meetings or consultations that individuals are going to be scheduling with you, I recommend that you put your good profile picture here along with your name and maybe a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you want to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your business 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 events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
Let’s state develop 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 recommendation. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some extra alternatives awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to note their phone number. I require to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. If someone 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 reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to provide their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down below we can include a description which is something you do not wan na overlook particularly if you have several occasions that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to possibly some of the other events that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can select a different color. This is extremely helpful if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually already produced. Now as soon as 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