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 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 indicate by this, is things beyond simply Calendly visits however things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay 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 service or maybe it’s your full name. I have actually got two 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 new occasion type, which is gon na open up a new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second step is to add a place and you can see we can tell 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 possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you select, you might have some extra alternatives awaiting you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone is thinking about 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 have actually reserved the time will this number be exposed. But 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 option here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na ignore specifically. I’m simply gon na state, 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 offered. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they understand what they’re getting too.
Now once we struck 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