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 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 include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly consultations however things that are happening maybe in your personal life or other conferences 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 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 upload an image.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got 2 events 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 event type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now remember, this is more than just your recommendation. 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, Meeting with Scott, actually simple here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our second action 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 meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending upon the alternative that you choose, you may have some additional options waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can pick this option, my invitee ought to call me. In this case, I can include my desired phone number here and the terrific 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 phone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. Down listed below we can include a description which is something you do not wan na neglect especially if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your full name to get them to your primary 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 say, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply copy and paste this link, they know what they’re getting.
And last but not least, we can choose a different color. This is very useful if you have numerous events, I’m gon na pick red in this case so it stands out from the other events that I have actually already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of