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 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.
And what I mean by this, is things beyond just Calendly consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely 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 motivate you to submit an image.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 events presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we require to do is give 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, actually simple here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in most cases, depending upon the choice that you pick, you may have some extra choices waiting on you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can pick this option, my guest must call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. 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’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be offering to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other events that I have available. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting as well.
And lastly, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na select red in this case so it stands out from the other events that I have actually currently created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of