We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 mean by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that show 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 actually selected up here and you can also specify which calendar to add those appointments to. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select 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 just wan na motivate 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 nice profile photo here along with your name and perhaps a welcome message simply when they land on your beginning page. Next step, you also wan na make a quick stop at the branding page to include your business logo or some other image that you wish 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 perhaps it’s your full name. I’ve got two occasions currently 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 brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending on the choice that you pick, you may have some additional options waiting for you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their contact number. I require to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to offer their contact number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore particularly if you have multiple occasions that you’re gon na be providing to your users. I’m simply 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 is about compared to maybe some of the other occasions that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or possibly your complete name to get them to your main Calendly page but 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. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.
And finally, we can pick a various color. This is extremely useful if you have several events, I’m gon na select red in this case so it sticks out from the other occasions that I’ve already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of