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 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 just Calendly consultations 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 very first stop to make sure that you have your calendar connections set up properly. 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 publish an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got 2 occasions currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
So let’s say produce for individually. On this screen, the first thing that we require to do is offer it an event name. Now keep in mind, this is more than simply your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending on the alternative that you pick, you may have some extra options waiting for you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to list their telephone number. I need to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. If someone 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that alternative here. Down listed below we can add a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be providing to your users. 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 event has to do with compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your business name or possibly your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to recognize however likewise if I just paste this link and copy, they know what they’re getting also.
And lastly, we can select a various color. This is very handy if you have numerous occasions, I’m gon na pick red in this case so it sticks out from the other events that I have actually currently developed. Now as soon as 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. So by opening this app, you’re gon na see a great deal of