We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you may have going on. And what I imply by this, is things beyond just Calendly appointments but things that are taking place possibly in your individual life or other meetings that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize several calendars to check for conflicts more than simply the one that you have chosen up here and you can likewise specify which calendar to add those appointments to. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Just choose add calendar account here and you can authenticate with any calendar service including 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 simply wan na motivate you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I suggest that you put your good profile photo here along with 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 include your company logo design 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 perhaps it’s your full name. I have actually got 2 occasions 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 pick that new event type, which is gon na open up a new screen.
So let’s say develop for individually. 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 referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And oftentimes, depending upon the choice that you pick, you may have some extra choices awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can add my desired phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have reserved the consultation. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect specifically if you have numerous events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly a few of the other occasions that I have readily available. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify but also if I just copy and paste this link, they know what they’re getting.
And finally, we can pick a various color. This is very practical if you have several events, I’m gon na choose red in this case so it stands apart from the other events that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of