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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
to examine other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits however things that are occurring perhaps in your personal life or other conferences that show up as a part of your day. Down listed below here, you can also check for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have selected up here and you can likewise specify which calendar to add those appointments to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Just select add calendar account here and you can verify 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 encourage you to upload an image. So if this is conferences or consultations that people are going to be scheduling with you, I suggest that you put your great profile image here in addition to your name and maybe a welcome message just when they land on your start page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you would like to add here. And last but not least, we can click the my link.
You’re gon na wan na put the name of your service or maybe it’s your complete name. I’ve got two occasions presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
So let’s state create for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, really basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can inform 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 perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And oftentimes, depending upon the option that you choose, you may have some extra choices waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this option, my invitee must 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 up until they have booked the consultation. If somebody is considering booking 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 have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect particularly. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. So perhaps 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 know what they’re getting as well.
And finally, we can pick a different color. This is very useful if you have multiple occasions, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently developed. Now when we hit 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. So by opening this app, you’re gon na see a great deal of