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 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 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 visits but things that are occurring possibly in your personal life or other conferences that turn up as a part of your day. Down listed 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 picked up here and you can also define which calendar to include those appointments to. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose add 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 encourage you to publish an image. If this is meetings or consultations that individuals are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you also wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra alternatives waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their telephone number. I require to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve 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 ask to provide their contact number. I’m gon na state update, that’s gon na save that option here. If you have numerous events that you’re gon na be using to your users, down listed below we can include a description which is something you do not wan na overlook especially. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full name to get them to your main 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 particular as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine however likewise if I just paste this link and copy, they understand what they’re getting too.
And last but not least, we can select a different color. This is really helpful if you have several events, I’m gon na choose red in this case just so it stands out from the other events 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 event. By opening this app, you’re gon na see a lot of