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 places 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 include one or more calendar accounts.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your individual life or other conferences that come up as a part of your day. Down below here, you can likewise look for disputes. You can utilize numerous calendars to check for conflicts more than simply the one that you have actually picked up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your extremely first stop to ensure that you have your calendar connections established properly. Simply select add calendar account here and you can confirm with any calendar service consisting of 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 encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I suggest that you put your good 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 add your business logo design 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 maybe it’s your complete name. I’ve got 2 events currently that people can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
So let’s say develop for individually. 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 just your reference. This is what people are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly easy here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the option that you choose, you may have some extra alternatives waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can select this option, my invitee needs to call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. If somebody 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 just after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, 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 multiple events that you’re gon na be using to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your complete 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 again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they understand what they’re getting also.
And lastly, we can pick a different color. This is extremely valuable if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of