We’re gon na get things kicked off by going into our menu, into our account when you’ve signed up with Calendly. And one of the first places 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 just Calendly consultations however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na stay 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 organization or possibly it’s your full name. I’ve got two events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.
Let’s say develop for one-on-one. On this screen, the first thing that we need to do is provide it an event 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. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can tell our users upfront, is this an in person conference, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you may have some additional choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their phone number. I need to know who I’m calling or I can pick this option, my invitee must call me. In this case, I can add my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number until they have booked the visit. So if someone 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 just after they’ve reserved the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask to provide their contact number. I’m gon na state upgrade, that’s gon na save that option here. If you have multiple events that you’re gon na be providing to your users, down listed below we can add a description which is something you do not wan na overlook specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event has to do with compared to maybe a few of the other occasions that I have 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 organization name or perhaps your full name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting too.
And last but not least, we can pick a various color. This is very practical if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of