We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 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 simply Calendly visits but things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to look for disputes more than just the one that you have picked up here and you can also specify which calendar to include those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up properly. Simply select include calendar account here and you can verify with any calendar service including 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 encourage you to publish an image. If this is conferences or appointments that individuals are going to be scheduling with you, I advise that you put your great profile photo here along with your name and maybe a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to add your business logo or some other image that you want to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or possibly it’s your full 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 pick that new occasion type, which is gon na open up a brand-new screen.
Let’s say produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting with Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the choice that you choose, you may have some additional choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my guest must call me. In this case, I can include my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve scheduled the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na save that choice here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na ignore particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to perhaps 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 or your organization name or maybe your full 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. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they understand what they’re getting.
And finally, we can pick a various color. This is extremely useful if you have multiple occasions, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently created. Now as soon as 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 occasion. By opening this app, you’re gon na see a lot of