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 locations that you’re gon na wan na go is up here to your account. The 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 indicate by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that turn up as a part of your day. Down below here, you can likewise check for conflicts. You can utilize numerous calendars to look for disputes more than just the one that you have selected up here and you can also specify which calendar to add those consultations to. So this is absolutely gon na be your very first stop to ensure that you have your calendar connections established properly. Simply select add calendar account here and you can verify 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 simply wan na encourage you to submit an image. If this is meetings or visits that individuals are going to be scheduling with you, I recommend that you put your good profile image here along with your name and perhaps a welcome message simply when they land on your start page. Next step, 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 add 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’ve got two occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
Let’s say create for individually. 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 land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly simple here. So I can identify, oop, Meeting with 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 personally conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the alternative that you choose, you may have some additional alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this alternative, my invitee needs to call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. So if someone is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they have actually 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 conserve that choice here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have multiple events that you’re gon na be providing to your users. 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 occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
And finally, we can select a different color. This is very practical if you have several events, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of