We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly visits however things that are taking place possibly in your personal life or other conferences 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 correctly. 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 upload 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 two occasions currently that people can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your recommendation. This is what people are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd action is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a particular conferencing conference 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 choose call in this case. And in a lot of cases, depending upon the choice that you select, you may have some extra choices waiting for 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 note their telephone number. I require to know who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can include my desired telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have booked the appointment. If somebody 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 only after they have actually scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that option here. Down listed below we can include a description which is something you do not 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 separate what this occasion is about compared to perhaps some of the other events that I have offered. And after that simply listed 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 but this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however likewise if I just copy and paste this link, they know what they’re getting.
Now once we struck 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