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 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 add one or more calendar accounts.
to check other bookings that you might have going on. And what I indicate by this, is things beyond simply Calendly consultations however things that are taking place maybe in your personal life or other conferences that turn up as a part of your day. Down below here, you can likewise check 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 likewise specify which calendar to add those visits to. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can verify with any calendar service including 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 advise that you put your good profile photo here along with your name and possibly a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo 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 presently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s say develop for one-on-one. 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. 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 with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, a phone call or is it gon na be a particular conferencing meeting 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 choose phone call in this case. And in most cases, depending on the alternative that you pick, you might have some additional alternatives awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the consultation. So if someone is considering 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 scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their telephone number. I’m gon na say update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have numerous events that you’re gon na be using to your users. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event has to do with compared to maybe a few of the other occasions that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or perhaps your complete 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. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can choose a different color. This is really valuable if you have several events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of