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 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 include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly visits however things that are taking place maybe in your individual 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 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 service or perhaps it’s your full name. I’ve 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 select that brand-new occasion type, which is gon na open up a new screen.
Let’s state produce for one-on-one. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they land on your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, actually basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this an in person conference, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you pick, you may have some additional choices waiting for you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s booking that time to list their phone number. I need to know who I’m calling or I can pick this alternative, my invitee ought to call me. In this case, I can include my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number till they have reserved the visit. If somebody is thinking about reserving 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. 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 update, that’s gon na conserve that option here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na overlook particularly. So I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe some of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or possibly your full name to get them to your main Calendly page however 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 perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just paste this link and copy, they know what they’re getting too.
And last but not least, we can select a different color. This is really valuable if you have multiple occasions, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually currently developed. Now when we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of