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 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 mean by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences 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 properly. 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 upload an image.
You’re gon na wan na put the name of your business or possibly 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 likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
Let’s state develop for individually. On this screen, the first thing that we require to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly simple here. So I can recognize, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to add an area and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in most cases, depending on the choice that you select, you might have some extra choices waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can add my wanted phone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. If you have several events that you’re gon na be offering to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to perhaps some of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page but 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. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but also if I just paste this link and copy, they know what they’re getting also.
Now when we struck 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