We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very 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 include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly consultations however things that are occurring possibly in your personal life or other meetings 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I’ve got two events presently that people can choose 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 event type, which is gon na open up a brand-new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. 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, Consulting with Scott, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that in there. Our second step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the choice that you pick, you might have some additional options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I need to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can add my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have actually scheduled the visit. 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 booked the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you do not wan na neglect specifically if you have several occasions that you’re gon na be using to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to possibly a few of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case once again, you wan na attempt make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting.
And lastly, we can select a different color. This is really practical if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other occasions that I’ve already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of