We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 include one or more calendar accounts.
to check other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other conferences that turn up as a part of your day. Down listed below here, you can also look for conflicts. You can use numerous calendars to check for disputes more than just the one that you have chosen up here and you can also define which calendar to add those consultations to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. 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 suggest that you put your nice profile image here along with your name and perhaps a welcome message just when they arrive at your beginning page. Next action, you likewise wan na make a quick stop at the branding page to include your business logo design or some other image that you want 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 company or possibly it’s your complete name. I’ve got two occasions presently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, this is more than simply your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you select, you might have some additional choices awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their contact number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can add my wanted contact number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. If somebody 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 away, it’s only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you don’t wan na ignore especially if you have numerous occasions that you’re gon na be providing to your users. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to maybe some of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however also if I simply copy and paste this link, they understand what they’re getting as well.
And lastly, we can select a various color. This is really handy if you have numerous events, I’m gon na choose red in this case so it stands apart from the other events that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of