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 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 inspect other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly appointments but things that are occurring perhaps in your individual life or other conferences that come up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can likewise specify which calendar to add those appointments to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply select include 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. So if this is meetings or appointments that individuals are going to be scheduling with you, I recommend that you put your great profile photo here along with your name and maybe a welcome message just when they arrive on your beginning 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 company or maybe it’s your full name. I have actually got 2 occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular 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 in many cases, depending on the option that you select, you might have some extra choices waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this option, my guest ought to call me. In this case, I can add my preferred contact number here and the terrific thing with Calendly is that it’s not going to show this number 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’ve reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na say upgrade, that’s gon na save that option here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to possibly a few of the other events that I have readily available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name 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 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 determine but likewise if I simply copy and paste this link, they understand what they’re getting.
And lastly, we can pick a various color. This is really useful if you have numerous events, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already developed. Now once 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. By opening this app, you’re gon na see a lot of