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 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 but things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 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 2 occasions presently that people can choose from and when they click on one of those occasions, they are likewise 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.
So let’s say create 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 reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in most cases, depending on the alternative that you pick, you might have some additional alternatives waiting for you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to list their phone number. I need to know who I’m calling or I can choose this option, my invitee should call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to display this number till they have reserved the appointment. If someone 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 reserved 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 supply their phone number. I’m gon na state upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be using to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your service name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however also if I just copy and paste this link, they understand what they’re getting as well.
Now as soon as we hit 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