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 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 suggest by this, is things beyond simply Calendly consultations however things that are occurring perhaps in your personal life or other meetings that come up as a part of your day. This is certainly 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 just wan na motivate you to upload an image.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 occasions presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-new screen.
Let’s state produce for individually. On this screen, the first thing that we require to do is provide 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 land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that therein. Our second action is to include a place and you can see we can tell our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on 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 invitee in this case, it’s gon na require the person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can select this choice, my guest needs to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually scheduled the appointment. If somebody is thinking about booking 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’ve reserved 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 provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can add a description which is something you don’t wan na overlook specifically if you have multiple occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company 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. So in this case once again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I simply copy and paste this link, they understand what they’re getting.
Now when 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