We’re gon na get things kicked off by going into our menu, into our account as soon as 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly visits but things that are happening possibly in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 business or possibly it’s your full name. I have actually got 2 occasions currently that individuals can select 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 occasion 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 event name. Now remember, this is more than just your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, actually basic here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in many cases, depending upon the alternative that you select, you might have some extra options awaiting you. For instance, 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 contact number. I require to understand who I’m calling or I can select this option, my guest must call me. In this case, I can include my wanted phone number here and the great thing with Calendly is that it’s not going to show this number until they have reserved the visit. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s just after they’ve reserved the time will this number be revealed. 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 choice here. Down below we can add a description which is something you do not wan na ignore especially if you have multiple events that you’re gon na be offering to your users. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business 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 separate URL. In this case once again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to recognize but likewise if I simply copy and paste this link, they understand what they’re getting too.
Now once 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