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 locations 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 may have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are happening possibly in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also check for disputes. You can utilize several calendars to look for conflicts more than simply the one that you have actually selected up here and you can also define which calendar to include those visits to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can confirm 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 motivate you to publish an image. So if this is conferences or consultations that people are going to be scheduling with you, I recommend that you put your great profile picture here in addition to your name and maybe a welcome message simply 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 want to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 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 choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you select, you may 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 person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can choose this alternative, my invitee needs to call me. In this case, I can add my preferred phone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. If someone 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 have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook especially if you have several events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps a few of the other events that I have available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they understand what they’re getting.
And finally, we can select a different color. This is extremely helpful if you have multiple occasions, I’m gon na choose red in this case so it stands out from the other events that I’ve already developed. Now when 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. By opening this app, you’re gon na see a lot of