We’re gon na get things kicked off by going into our menu, into our account when 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 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 imply by this, is things beyond simply Calendly consultations however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. Down listed below here, you can also look for conflicts. You can utilize multiple calendars to look for conflicts more than simply the one that you have actually selected up here and you can also specify which calendar to add those consultations to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just choose include 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 motivate you to submit an image. If this is conferences or appointments that individuals are going to be scheduling with you, I suggest that you put your good profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you also 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 lastly, we can click on the my link.
You’re gon na wan na put the name of your organization or possibly it’s your complete name. I have actually got 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Meeting Scott, truly simple here. So I can determine, oop, Meeting Scott. Let’s keep that therein. Our second step is to include a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the option that you choose, you may have some extra alternatives waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if someone is considering reserving 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 reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to supply their telephone number. I’m gon na state upgrade, that’s gon na save 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 events that you’re gon na be offering to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your primary Calendly page however 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. So perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine but also if I just copy and paste this link, they understand what they’re getting too.
And last but not least, we can choose a different color. This is really valuable if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually already developed. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of