We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the very 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 include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your personal life or other meetings 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 correctly. Next up, we wan na remain 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 business or maybe it’s your complete name. I have actually got two occasions currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na select call in this case. And in most cases, depending on the alternative that you select, you might have some additional options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee should call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s just after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say upgrade, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to perhaps some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your full name to get them to your primary 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 maybe I’m gon na state, meeting Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can pick a different color. This is really useful if you have numerous events, I’m gon na choose red in this case just 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 occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of