We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is certainly 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 simply wan na motivate you to publish an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 events presently 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 select that new event type, which is gon na open up a brand-new screen.
Let’s say create for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending on the choice that you select, you may have some additional alternatives waiting for you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I need to know who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can add my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have reserved the consultation. 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 right away, it’s only after they’ve booked the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na state update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can include a description which is something you don’t wan na overlook 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 occasion is about compared to possibly some of the other occasions that I have readily available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete 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 try make it as particular as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they understand what they’re getting as well.
And finally, we can choose a various color. This is very handy if you have numerous occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently produced. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of