We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve 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 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 imply by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 encourage you to submit an image.
You’re gon na wan na put the name of your organization or perhaps it’s your full name. I have actually got 2 occasions currently that people can select 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.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this an in person conference, a phone call or is it gon na be a particular 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 choose telephone call in this case. And in a lot of cases, depending upon the option that you select, you might have some extra choices waiting on you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need 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 invitee ought to call me. In this case, I can include my preferred phone number here and the great thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If someone 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 have actually booked the time will this number be exposed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their telephone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can include a description which is something you don’t wan na ignore especially if you have numerous occasions that you’re gon na be using to your users. 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 events that I have offered. And after that just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they know what they’re getting.
Now when we hit 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