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 inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have picked up here and you can also define which calendar to add those appointments to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose include 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 just wan na encourage you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and possibly a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you want to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, 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 choice that you choose, you might have some additional options awaiting 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 note their phone number. I require to understand who I’m calling or I can choose this option, my guest should call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can choose a various color. This is extremely valuable if you have several occasions, I’m gon na pick red in this case just so it stands out from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of