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 add one or more calendar accounts.
to examine other reservations that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can also check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have chosen up here and you can also specify which calendar to add those appointments to. This is absolutely 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 confirm with any calendar service consisting of Google Calendar and Microsoft Outlook. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to publish an image. So if this is conferences or visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message simply when they land on your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo or some other image that you want to include here. And lastly, we can click the my link.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got 2 events presently that individuals can select from and when they click on one of those occasions, they are also 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 individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending upon the choice that you pick, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can select this alternative, my invitee must 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 show this number up until they have scheduled the consultation. If somebody is thinking about reserving 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 revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na state update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na ignore specifically if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe a few of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply paste this link and copy, they understand what they’re getting as well.
And lastly, we can select a various color. This is very handy if you have numerous events, I’m gon na pick red in this case so it stands apart 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 occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of