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 first places 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 imply by this, is things beyond simply Calendly visits however things that are happening maybe in your individual 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 correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got 2 occasions presently that individuals can pick from and when they click on one of those occasions, they are also 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 develop for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than simply your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m simply gon na call this one, Satisfying with Scott, actually easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd action is to add a location and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending upon the option that you choose, you might have some additional alternatives waiting for you. For instance, do I wan na select 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 require to understand who I’m calling or I can choose this alternative, my guest should call me. In this case, I can add my wanted phone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have scheduled the consultation. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they have actually reserved the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na state update, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na overlook especially if you have multiple occasions that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to perhaps some of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or maybe your full name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I simply copy and paste this link, they know what they’re getting.
And lastly, we can select a various color. This is very helpful if you have several occasions, I’m gon na choose red in this case just so it stands apart from the other events that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. So by opening this app, you’re gon na see a lot of