We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the 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 inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are taking place possibly in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can validate 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 encourage you to publish an image. So if this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile picture here together with your name and possibly a welcome message simply when they arrive at your start page. Next step, you likewise wan na make a quick stop at the branding page to include your business logo or some other image that you wish to add here. And last but not least, 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 have actually got 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, 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 simply gon na call this one, Meeting Scott, truly basic here. I can recognize, oop, Satisfying 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 face to face conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending on the choice that you pick, you may have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number up until they have actually scheduled the consultation. If somebody is considering 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 just after they have actually booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their contact number. I’m gon na state upgrade, that’s gon na save that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na overlook especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to maybe some of the other occasions that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just copy and paste this link, they understand what they’re getting as well.
And finally, we can pick a various color. This is very helpful if you have multiple occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I have actually currently produced. 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 individuals book this occasion. So by opening this app, you’re gon na see a lot of