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 places that you’re gon na wan na go is up here to your account. The first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to inspect other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can use multiple calendars to check for disputes more than just the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections set up properly. Simply choose add calendar account here and you can confirm 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 just 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 picture here together with your name and maybe a welcome message simply when they land on your start page. Next action, you likewise wan na make a fast stop at the branding page to add your company logo or some other image that you want to include here. And finally, we can click on the my link.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
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 remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting Scott, really basic here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the alternative that you select, you may have some additional alternatives waiting for you. Do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to note their phone number. I require to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. So if somebody is considering 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 just after they have actually scheduled the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their phone number. I’m gon na say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous occasions that you’re gon na be offering to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we already talked briefly about having your domain name or your service 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 different URL. In this case once again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise 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 extremely useful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of