We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
to check other bookings that you might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are taking place maybe in your individual life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for conflicts. You can use several calendars to check for disputes more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Just 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 just wan na motivate you to submit an image. So if this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they arrive on your start page. Next step, you also wan na make a fast stop at the branding page to add your business logo design or some other image that you want 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 business or possibly it’s your complete name. I’ve got 2 events presently that individuals can pick from and when they click on one of those events, they are also 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 state produce for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the option that you choose, you might have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my guest ought to call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number until they have actually reserved the consultation. So if someone is thinking about reserving 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have numerous events that you’re gon na be using to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your organization name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting also.
And finally, we can choose a various color. This is really valuable if you have several occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I’ve currently produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of