We’re gon na get things kicked off by going into our menu, into our account as soon as 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 include one or more calendar accounts.
to inspect other reservations that you might have going on. And what I indicate by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can also look for conflicts. You can utilize numerous calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established correctly. Simply select add 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 simply wan na encourage you to upload an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile image here along with your name and perhaps 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 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 full name. I’ve got 2 occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone 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 choose phone call in this case. And in most cases, depending upon the choice that you choose, you might have some extra options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I need to know who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na neglect specifically if you have several events that you’re gon na be providing to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. So perhaps I’m gon na state, meeting 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 also.
And last but not least, we can select a different color. This is very helpful if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually currently produced. Now when 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. So by opening this app, you’re gon na see a great deal of