We’re gon na get things kicked off by going into our menu, into our account as soon as 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 indicate by this, is things beyond just Calendly appointments however things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is definitely 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 simply wan na encourage you to publish an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got two occasions presently that people can choose from and when they click on one of those events, they are also 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 create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Consulting with Scott, actually easy here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a location and you can see we can inform our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the choice that you select, you might have some extra options waiting for you. For example, 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 note their phone number. I need to understand who I’m calling or I can select this alternative, my invitee must call me. In this case, I can add my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the visit. So if somebody is considering booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that option here. Down below we can add a description which is something you don’t wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have offered. And then simply below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization 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 again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting also.
And lastly, we can pick a different color. This is extremely practical if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. By opening this app, you’re gon na see a lot of