We’re gon na get things kicked off by going into our menu, into our account once you’ve 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to upload an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I’ve got 2 occasions currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include a location and you can see we can tell our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in most cases, depending on the option that you select, you may have some extra choices waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can pick this choice, my guest should call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to display this number till they have booked the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my contact 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 say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect particularly. I’m simply gon na say, 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 events that I have offered. 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 organization name or perhaps your complete 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 once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of