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 very 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 happening perhaps in your personal life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up correctly. 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 upload an image.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is provide it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, really basic here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in a lot of cases, depending upon the choice that you select, you might have some extra options waiting on you. For instance, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their contact number. I need to understand who I’m calling or I can choose this option, my guest needs to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually booked the visit. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na save that option here. Down below we can add a description which is something you do not wan na neglect specifically if you have numerous occasions that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other occasions that I have available. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your service name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can choose 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 events that I have actually already developed. Now as soon as we hit 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