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 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 add one or more calendar accounts.
to check other reservations that you might have going on. And what I suggest by this, is things beyond simply Calendly consultations however things that are occurring possibly in your individual life or other conferences that show up as a part of your day. Down below here, you can likewise look for disputes. You can use several calendars to check for disputes more than simply the one that you have picked up here and you can also define which calendar to include those visits to. So this is certainly gon na be your very first stop to make certain that you have your calendar connections established correctly. Just choose 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 motivate you to upload an image. So if this is conferences or consultations that individuals are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and maybe a welcome message simply when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to add your company logo design or some other image that you would like 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 organization or possibly it’s your complete name. I have actually got two events presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Fulfilling with Scott, really basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the choice that you choose, you may have some extra alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this choice, my guest ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If somebody is thinking about scheduling 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 only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to provide their telephone number. I’m gon na say update, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you don’t wan na ignore specifically. I’m just gon na say, this is a meeting 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 events that I have available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
And finally, we can pick a various color. This is really valuable if you have multiple events, I’m gon na select red in this case so it sticks out from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of