We’re gon na get things kicked off by going into our menu, into our account once 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to examine other bookings that you may have going on. And what I mean by this, is things beyond just Calendly appointments however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than simply the one that you have actually picked 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 correctly. Just select add 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 just wan na encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next step, you also wan na make a fast stop at the branding page to include your business logo design or some other image that you wish 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 service or possibly it’s your complete name. I have actually got two events currently that people can pick from and when they click on one of those events, 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 create for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in most cases, depending on the choice that you select, you may have some additional choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number until they have booked the appointment. If someone is considering 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 just after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple events 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 overlook especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps a few of the other occasions that I have offered. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain name or your company name or perhaps 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 try make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
And lastly, we can choose a various color. This is very practical if you have numerous events, I’m gon na select red in this case so it sticks out from the other events that I’ve already developed. Now as soon as 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. By opening this app, you’re gon na see a lot of