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 examine other reservations that you may have going on. And what I mean by this, is things beyond simply Calendly appointments but things that are occurring maybe in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for disputes. You can use numerous calendars to look for conflicts more than just the one that you have chosen up here and you can likewise define which calendar to include those appointments to. So this is certainly gon na be your really first stop to make sure that you have your calendar connections established correctly. Just choose include 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 simply wan na motivate you to publish an image. So if this is conferences or appointments that people are going to be scheduling with you, I advise that you put your good profile photo here in addition to your name and maybe a welcome message just when they arrive on your beginning page. Next step, you also wan na make a quick stop at the branding page to add 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 possibly it’s your full name. I have actually got two events 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 select that brand-new occasion type, which is gon na open up a new screen.
Let’s state produce for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Meeting with Scott, actually easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in most cases, depending on the alternative that you select, you might have some additional alternatives waiting for you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their contact number. I require to know who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number till they have reserved 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 just after they’ve booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na neglect 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 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 available. And after that just listed 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 primary Calendly page but 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. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting.
And lastly, we can pick a different color. This is very valuable if you have several events, I’m gon na pick red in this case just so it stands out from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of