We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly consultations however things that are occurring possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got 2 events presently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some extra choices waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I require to know who I’m calling or I can select this option, my invitee should call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have actually reserved the appointment. So if somebody is considering reserving 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. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask to provide their telephone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can include a description which is something you do not wan na neglect especially if you have numerous events that you’re gon na be offering to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or possibly your complete 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 again, you wan na try make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they understand what they’re getting as well.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of