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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening perhaps in your personal life or other meetings that show up as a part of your day. Down below here, you can likewise check for disputes. You can utilize several calendars to check for conflicts more than simply the one that you have picked up here and you can likewise define which calendar to add those appointments to. So this is absolutely gon na be your extremely 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 including 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 appointments that individuals are going to be scheduling with you, I recommend that you put your great profile picture here along with your name and possibly a welcome message simply when they arrive at your beginning page. Next step, you also 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 lastly, we can click the my link.
You’re gon na wan na put the name of your business or possibly it’s your full name. I have actually got 2 occasions currently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person conference, a 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 pick telephone call in this case. And in many cases, depending upon the alternative that you select, you may have some additional alternatives awaiting you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have reserved the appointment. So if somebody 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 have actually booked 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 inquire to offer their contact number. I’m gon na state upgrade, that’s gon na conserve that alternative here. Down below we can add a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your company 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 different URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just paste this link and copy, they understand what they’re getting too.
And lastly, we can choose a different color. This is very useful if you have several events, I’m gon na select red in this case so it stands out from the other events that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of