We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very first locations 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 add one or more calendar accounts.
to check other reservations that you might have going on. And what I imply by this, is things beyond simply Calendly appointments but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. Down below here, you can also look for disputes. You can use several calendars to check for disputes more than simply the one that you have actually chosen up here and you can also specify which calendar to include those consultations to. So this is certainly gon na be your very first stop to ensure that you have your calendar connections set up correctly. Simply select add calendar account here and you can authenticate 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 encourage you to publish an image. If this is meetings or appointments that individuals are going to be scheduling with you, I suggest that you put your nice profile picture here along with your name and perhaps a welcome message just when they land on your start page. Next action, you also wan na make a fast stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click on the my link.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got two occasions presently 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 new occasion 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 provide it an event name. Now keep in mind, this is more than just your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really basic here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to include an area and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some extra alternatives awaiting you. For example, 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 telephone number. I need to understand who I’m calling or I can select this alternative, my guest must 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 display this number till they have actually scheduled the consultation. If someone 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 right away, it’s just after they’ve booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na neglect particularly if you have numerous events that you’re gon na be providing to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event has to do with compared to perhaps a few 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 or your organization name or possibly your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can select a different color. This is extremely handy if you have several occasions, 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 event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of