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 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 suggest by this, is things beyond simply Calendly visits however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.
You’re gon na wan na put the name of your company or perhaps it’s your complete name. I have actually got two events currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say produce for one-on-one. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Fulfilling with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing meeting such as using 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 choice that you choose, you may have some additional options waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to understand who I’m calling or I can pick this choice, my invitee needs to call me. In this case, I can include my wanted telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved 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 immediately, it’s just 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 say update, that’s gon na conserve that choice here. Down listed below we can add a description which is something you do not wan na neglect particularly if you have several occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event has to do with compared to perhaps a few of the other occasions that I have offered. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just copy and paste this link, they know what they’re getting.
And finally, we can choose a different color. This is very practical if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already created. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of