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 very 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 check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service including 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 encourage you to publish an image. So if this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here together with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your business logo design or some other image that you would like 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 organization or maybe it’s your full name. I have actually got two occasions 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 select that new event type, which is gon na open up a new screen.
Let’s state produce 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 referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can recognize, oop, Meeting 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 phone 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 listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the option that you select, you might have some extra choices 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 list their phone number. I need to know who I’m calling or I can pick this option, my guest must call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. If somebody is thinking about 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 just after they have actually booked the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na ignore particularly if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Perhaps I’m gon na say, 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 know what they’re getting.
And finally, we can pick a various color. This is extremely helpful if you have several occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of