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 add one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly consultations however things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to submit an image.
You’re gon na wan na put the name of your business or perhaps it’s your complete name. I’ve got 2 occasions presently that people can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s say 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 just your recommendation. This is what people are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Consulting with Scott, really easy here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd action is to add a location 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 specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the alternative that you pick, you might have some additional choices waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to understand who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to show this number until they have actually scheduled the appointment. If somebody 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 exposed. However 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 say update, that’s gon na save that alternative here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na ignore particularly. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other occasions that I have readily available. And after that simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or maybe your complete 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 once again, you wan na try make it as particular as possible. So possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting as well.
And last but not least, we can pick a different color. This is very useful if you have numerous events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently developed. Now once 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 lot of