We’re gon na get things kicked off by going into our menu, into our account once 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 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 just Calendly visits however things that are happening perhaps in your personal life or other conferences 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 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 presently 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 pick that new event type, which is gon na open up a new screen.
So let’s state develop 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 just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in most cases, depending upon the alternative that you pick, you might have some additional options waiting for you. For instance, 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 phone number. I need to understand who I’m calling or I can pick this choice, my invitee must call me. In this case, I can include my preferred contact number here and the terrific thing with Calendly is that it’s not going to display this number until they have reserved the appointment. 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 reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’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 listed below we can add a description which is something you don’t wan na neglect especially if you have multiple occasions that you’re gon na be using to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe a few of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain name 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 attempt make it as particular as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify however also if I just paste this link and copy, they know what they’re getting.
And finally, we can select a different color. This is very practical if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of