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 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 mean by this, is things beyond just Calendly consultations however things that are taking place maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use multiple calendars to look for conflicts more than just the one that you have actually picked up here and you can also define which calendar to add those consultations to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Simply choose include calendar account here and you can authenticate 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 just wan na motivate you to submit an image. So if this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good profile picture here in addition to your name and perhaps a welcome message just when they arrive at 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 lastly, we can click the my link.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I’ve 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 pick 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 provide it an event name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting 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 choose phone call in this case. And oftentimes, depending on the option that you select, you may have some extra choices awaiting you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to know who I’m calling or I can choose this choice, my guest needs to call me. In this case, I can add my desired contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. 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 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook particularly if you have several events that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your full name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can pick a different color. This is extremely handy if you have multiple events, I’m gon na choose red in this case just so it stands apart from the other occasions that I have actually already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of