We’re gon na get things kicked off by going into our menu, into our account when you’ve 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 add one or more calendar accounts.
to inspect other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to look for disputes more than just the one that you have chosen up here and you can likewise specify which calendar to include those appointments to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections set up correctly. Just select include calendar account here and you can validate 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. So if this is meetings or visits that people are going to be scheduling with you, I advise that you put your great profile image here in addition to your name and perhaps 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 add 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 full name. I’ve got 2 events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon the alternative that you select, you may have some additional options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their telephone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook specifically. So I’m simply gon na state, 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 possibly some of the other events that I have available. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or possibly your complete name to get them to your primary 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 say, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they know what they’re getting as well.
And finally, we can choose a various color. This is very practical if you have several occasions, I’m gon na select red in this case so it stands out from the other events that I’ve currently developed. 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