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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for conflicts. You can use numerous calendars to check for conflicts more than simply the one that you have selected up here and you can likewise define which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can authenticate 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 just wan na motivate you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like 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 company or maybe it’s your full name. I have actually got 2 events presently that people 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 new occasion type, which is gon na open up a new screen.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than just your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second action is to add a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the option that you pick, you might have some extra options waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have reserved the appointment. 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 exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na ignore specifically if you have several occasions that you’re gon na be offering to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
And finally, we can select a various color. This is very practical if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of