We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the very first places 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 inspect other bookings that you may have going on. And what I indicate by this, is things beyond simply Calendly visits however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. Down below here, you can likewise check for conflicts. You can use several calendars to check for conflicts more than just the one that you have actually selected up here and you can also specify which calendar to add those consultations to. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Simply select add calendar account here and you can authenticate 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 motivate you to upload an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here along with your name and maybe a welcome message just when they arrive at your start page. Next action, you also wan na make a quick stop at the branding page to add your company logo design or some other image that you wish to add here. And finally, 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 have actually got two occasions currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, truly easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to add an area and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra options waiting for you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note 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 preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. If someone 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 just after they have actually 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 offer their contact number. I’m gon na say upgrade, that’s gon na save that choice here. Down below we can add a description which is something you don’t wan na neglect specifically if you have multiple events that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other events that I have offered. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service 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 different URL. So in this case again, you wan na attempt make it as specific as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they understand what they’re getting.
And last but not least, we can choose a different color. This is very practical if you have numerous occasions, I’m gon na pick red in this case just so it stands out from the other occasions that I have actually already created. Now as soon as we hit 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. By opening this app, you’re gon na see a lot of