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 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 might have going on. And what I imply by this, is things beyond just Calendly appointments however things that are taking place perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize numerous calendars to look for disputes more than just the one that you have actually selected up here and you can also define which calendar to include those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify with any calendar service consisting of 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. If this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile image here along with your name and maybe a welcome message simply when they land on your beginning page. Next action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you wish to include here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got 2 occasions presently 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 select that new event type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we need to do is offer it an occasion 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 simply gon na call this one, Meeting with Scott, really simple here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a 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 noted here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you choose, you might have some additional alternatives waiting on you. For instance, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I need to understand who I’m calling or I can select this alternative, my invitee needs 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 till they have actually scheduled the visit. If someone 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’ve reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you do not wan na ignore specifically if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na say, 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 maybe some of the other events that I have readily available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they know what they’re getting too.
And finally, we can choose a various color. This is really useful if you have numerous events, I’m gon na choose red in this case so it stands out from the other events that I have actually currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of