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 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 suggest by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got two occasions currently that people can select 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 brand-new screen.
So let’s state develop for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m just gon na call this one, Consulting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting 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 choose telephone call in this case. And in many cases, depending upon the option that you pick, you might have some extra options awaiting you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their contact number. I require to understand who I’m calling or I can select this choice, my invitee needs to call me. In this case, I can add my desired contact number here and the terrific thing with Calendly is that it’s not going to show this number until they have actually reserved the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s only after they’ve booked the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to supply their contact number. I’m gon na say update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na ignore particularly. 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 distinguish what this occasion has to do with compared to maybe some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting as well.
And last but not least, we can select a various color. This is extremely handy if you have several occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of