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 add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits however things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is certainly 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 just wan na motivate 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 events currently that individuals can choose from and when they click on one of those events, they are likewise 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 create for individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually simple here. So I can identify, oop, Meeting Scott. Let’s keep that therein. Our second action is to add a place and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in many cases, depending upon the choice that you select, you might have some additional choices waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s booking that time to list their telephone number. I need to know who I’m calling or I can select this option, my guest needs to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually scheduled the visit. If someone is considering 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 just after they’ve booked the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect especially. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly a few of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply copy and paste this link, they know what they’re getting.
Now as soon as 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