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 reservations that you may have going on. And what I indicate by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings that show up as a part of your day. Down listed below here, you can likewise look for disputes. You can utilize several calendars to check for disputes more than simply the one that you have actually picked up here and you can likewise define which calendar to include those consultations to. So this is definitely gon na be your really first stop to ensure that you have your calendar connections established properly. Just select add calendar account here and you can confirm with any calendar service consisting of 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 just wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I suggest that you put your great profile image here together with your name and possibly a welcome message simply when they arrive at your start page. Next action, you also wan na make a fast stop at the branding page to include your business logo or some other image that you would like to include here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got 2 occasions currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. 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 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 a personally conference, a phone call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you choose, you might have some additional options waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my preferred 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. If someone is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right away, it’s only after they have actually booked the time will this number be revealed. 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 alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or maybe 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. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.
And lastly, we can pick a various color. This is extremely practical if you have several occasions, I’m gon na pick red in this case just so it stands apart from the other events that I’ve already developed. 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 event. So by opening this app, you’re gon na see a lot of