We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 add one or more calendar accounts.
to check other reservations that you may have going on. And what I imply by this, is things beyond just Calendly appointments however things that are happening maybe in your individual life or other conferences that turn up as a part of your day. Down listed below here, you can likewise look for conflicts. You can utilize multiple calendars to check for disputes more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those appointments to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Just choose include calendar account here and you can validate with any calendar service consisting of 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 conferences or visits that individuals are going to be scheduling with you, I advise 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 action, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you would like to include here. And finally, we can click the my link.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 events presently that individuals can pick 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.
So let’s state create for one-on-one. 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 simply your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, really simple here. I can recognize, oop, Fulfilling 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 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 perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the choice that you select, you might have some additional choices waiting on 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 pick this option, my invitee 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 show this number until they have scheduled the appointment. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually scheduled 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 say upgrade, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na neglect particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to possibly some of the other occasions that I have available. And after that just 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 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 particular as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they know what they’re getting also.
And lastly, we can choose a different color. This is extremely practical if you have several occasions, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of