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 appointments however things that are taking place maybe 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to publish an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events currently 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 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 provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what people 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 simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the alternative that you select, you might have some additional options waiting for you. For example, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s reserving that time to note their contact number. I need to understand who I’m calling or I can pick this option, my guest should call me. In this case, I can add my desired telephone number here and the great thing with Calendly is that it’s not going to show this number till they have actually reserved the visit. So if someone is considering reserving time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s only after they’ve 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 supply their phone number. I’m gon na state update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook particularly. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps a few of the other occasions that I have offered. And then simply listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can pick a various color. This is very helpful if you have numerous occasions, I’m gon na select red in this case so it stands out from the other occasions that I have actually already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of