We’re gon na get things kicked off by going into our menu, into our account as soon as 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 indicate by this, is things beyond just Calendly appointments but things that are taking place perhaps in your individual life or other conferences 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 simply wan na encourage you to upload an image.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got two events presently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a brand-new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m just 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 second step is to add a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the option that you select, you might have some additional choices awaiting you. Do I wan na select if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can add my desired contact number here and the great thing with Calendly is that it’s not going to display this number until they have actually reserved the visit. If someone is considering scheduling 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 reserved the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state upgrade, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na ignore especially if you have multiple occasions that you’re gon na be offering to your users. 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 event is about compared to maybe some of the other occasions that I have readily available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I simply paste this link and copy, they understand what they’re getting also.
And last but not least, we can choose a different color. This is very helpful if you have several occasions, I’m gon na pick red in this case just so it sticks out from the other occasions that I have actually 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