We’re gon na get things kicked off by going into our menu, into our account when 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 mean by this, is things beyond just Calendly visits but things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na stay 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 service or perhaps it’s your complete name. I have actually got 2 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event 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 require to do is offer it an occasion name. Now keep in mind, this is more than simply 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, Meeting Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing 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 on the alternative that you pick, you may have some extra alternatives waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my guest 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 display this number up until they have booked the visit. If someone 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 only after they have actually reserved 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 provide their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. If you have several events that you’re gon na be providing to your users, down below we can add a description which is something you do not wan na overlook especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or perhaps your complete name to get them to your primary Calendly page but 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. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine but also if I simply paste this link and copy, they understand what they’re getting.
And last but not least, we can choose a different color. This is really helpful 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 currently created. Now when we struck 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