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 very 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 simply Calendly consultations but 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really simple here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you select, you might have some additional options awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to note their telephone number. I need to know who I’m calling or I can select this option, my guest should call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. So if someone is considering booking 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 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 ask to provide their telephone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook especially if you have multiple occasions that you’re gon na be providing to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to maybe some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I just copy and paste this link, they understand what they’re getting.
Now when we hit 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