We’re gon na get things kicked off by going into our menu, into our account once 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have picked up here and you can likewise specify which calendar to add those visits to. So this is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply select include calendar account here and you can confirm with any calendar service consisting of 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 motivate you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your great profile image here along with your name and possibly 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 include your business logo or some other image that you want to add here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got 2 occasions presently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a new screen.
Let’s state develop 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 reference. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the choice that you select, you might have some extra alternatives waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their telephone number. I require to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if someone 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 scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their phone number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events 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 or your service name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a different color. This is very handy if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already developed. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of