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 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 appointments but things that are taking place maybe in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 motivate you to submit an image.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two occasions currently that people can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific conferencing conference 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 most cases, depending upon the alternative that you choose, you may have some additional choices waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can include my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually booked the consultation. So if someone is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s just after they’ve scheduled the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be offering to your users. 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 differentiate what this event is about compared to possibly some of the other events that I have readily available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly 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 attempt make it as specific as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they understand what they’re getting as well.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of