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 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.
And what I suggest by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply wan na encourage you to upload an image.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got two events presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select 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 require to do is provide it an occasion name. Now keep in mind, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, truly basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you pick, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their telephone number. I need to know who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. 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 just after they’ve scheduled the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na state update, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na overlook especially if you have several events that you’re gon na be using to your users. I’m just gon na say, this is a conference 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 offered. And then 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 primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I simply copy and paste this link, they understand what they’re getting.
And finally, we can pick a different color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of