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 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 add one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly consultations but things that are occurring maybe in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your really 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 submit an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got two events presently 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 event type, which is gon na open up a new screen.
Let’s state develop for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly easy here. I can determine, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the option that you select, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their contact number. I require to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the consultation. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they’ve reserved the time will this number be revealed. 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 say upgrade, that’s gon na save that alternative here. Down listed below we can add a description which is something you do not wan na ignore particularly if you have numerous events that you’re gon na be offering to your users. I’m just 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 possibly some of the other events that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as specific as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but also if I just paste this link and copy, they understand what they’re getting.
And finally, we can pick a different color. This is really helpful if you have several events, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of