We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include 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 perhaps in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply choose add calendar account here and you can validate with any calendar service including 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 encourage you to upload an image. If this is meetings or appointments that people are going to be scheduling with you, I advise that you put your great profile image here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo design or some other image that you want 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 business or possibly it’s your full name. I have actually got two events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really easy here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And oftentimes, depending upon the option that you choose, you might have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to 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 display this number until they have reserved the consultation. So if somebody is thinking about 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 only after they’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. If you have several 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 particularly. 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 separate what this event has to do with compared to maybe some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they know what they’re getting.
And lastly, we can select a various color. This is very valuable if you have several events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve already created. 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. So by opening this app, you’re gon na see a lot of