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 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 bookings that you might have going on. And what I imply by this, is things beyond just Calendly consultations however things that are occurring maybe in your personal life or other meetings that come up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize multiple calendars to check for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those consultations to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify 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 motivate you to publish an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you want 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 possibly it’s your full name. I’ve got two events presently that people can choose 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 occasion type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you select, you might have some extra alternatives 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 booking that time to note their phone number. I require to know who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have actually booked the visit. If someone is thinking about booking 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 booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you don’t wan na overlook particularly if you have several events that you’re gon na be using to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting.
And finally, we can choose a different color. This is really practical if you have multiple events, I’m gon na select red in this case so it stands out from the other occasions that I have actually already produced. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of