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 examine other bookings that you might have going on. And what I imply by this, is things beyond just Calendly visits but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to look for disputes more than just the one that you have selected up here and you can also define which calendar to include those consultations to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up correctly. Simply select add 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 just wan na encourage you to publish an image. If this is meetings or visits that people are going to be scheduling with you, I suggest that you put your good profile picture here along with your name and perhaps a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include 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 organization or possibly it’s your full name. I’ve got 2 occasions presently 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 brand-new screen.
Let’s state produce for individually. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific 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 telephone call in this case. And oftentimes, depending on the option that you pick, you might have some extra choices waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their contact number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you don’t wan na neglect especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just paste this link and copy, they know what they’re getting as well.
And lastly, we can select a various color. This is extremely practical 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 currently produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of