We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 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 individual 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 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 publish an image.
You’re gon na wan na put the name of your service or perhaps it’s your full name. I’ve got two events presently that individuals can choose 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 event type, which is gon na open up a brand-new screen.
So let’s say create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now remember, this is more than just your referral. When they land on your Calendly page, this is what people are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, really easy here. So I can determine, oop, Meeting with 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 a personally meeting, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending on the option that you pick, you may have some extra alternatives waiting on you. Do I wan na choose if I will call my guest in this case, it’s gon na require the person who’s reserving that time to list their phone number. I need to understand who I’m calling or I can select this choice, my invitee must call me. In this case, I can include my wanted contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the consultation. 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 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 offer their phone number. I’m gon na say update, that’s gon na conserve that alternative here. If you have several events that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na neglect especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to possibly some of the other occasions that I have available. And after that simply listed below the description, we have our occasion 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 attempt make it as specific as possible. So perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they understand what they’re getting also.
And lastly, we can choose a various color. This is very practical if you have several events, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of