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 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 consultations but things that are happening possibly in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your extremely 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 organization or possibly it’s your full name. I have actually got 2 events presently that individuals can choose from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Consulting with Scott, truly basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to add a place and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you select, you may have some extra choices awaiting you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na need 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 guest should call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number till they have reserved the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually scheduled the time will this number be revealed. But in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down below we can add a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be providing to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have readily available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain name 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 different URL. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they understand what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of