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 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 may have going on. And what I imply by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several 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 add those consultations to. So this is definitely gon na be your extremely first stop to make sure that you have your calendar connections established 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 motivate you to submit an image. So if this is meetings or visits that individuals are going to be scheduling with you, I advise that you put your nice profile photo here together with your name and maybe a welcome message simply when they arrive on your beginning page. Next step, you likewise wan na make a fast stop at the branding page to add your company logo 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 business or possibly it’s your full name. I’ve got two events 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 select that new event type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need 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 arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, truly basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending upon the choice that you select, you might have some additional choices waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can include my desired telephone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na ignore especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your primary 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 maybe I’m gon na state, satisfying 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 too.
And lastly, we can select a various color. This is really helpful if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other occasions that I’ve currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of