We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually signed up with Calendly. And one of the very first places 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 visits however things that are taking place possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 service or maybe it’s your complete name. I’ve got two occasions presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Meeting with Scott, really easy here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending upon the choice that you pick, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can choose this choice, my guest should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have actually scheduled the appointment. If somebody is considering scheduling 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 have actually scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na save that choice here. Down 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 providing 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 perhaps some of the other occasions that I have available. And after that simply below the description, we have our event link. Now we already talked briefly about having your domain or your business name or perhaps your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they know what they’re getting as well.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of