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 suggest by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly 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 motivate you to upload an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got 2 occasions presently 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 select that new occasion type, which is gon na open up a new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really easy here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a place 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 maybe something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in most cases, depending upon the option that you choose, you may have some extra options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to display this number until they have booked the visit. If somebody is thinking about 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 have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have multiple events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect specifically. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting too.
Now as soon as we struck 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