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 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 mean by this, is things beyond simply Calendly appointments 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 absolutely gon na be your extremely 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 publish an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got 2 occasions presently that individuals can select 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 occasion type, which is gon na open up a brand-new screen.
Let’s say produce 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 recommendation. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, truly basic here. I can identify, oop, Meeting with Scott. Let’s keep that in there. 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 utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the option that you select, you might have some additional options waiting on you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I require to know who I’m calling or I can choose this option, my guest ought to call me. In this case, I can add my wanted contact number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually booked the visit. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their contact number. I’m gon na state upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na ignore specifically if you have multiple events that you’re gon na be using to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just 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 already talked briefly about having your domain or your organization name or perhaps your full name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but likewise if I just paste this link and copy, they know what they’re getting.
And last but not least, we can choose a various color. This is very practical if you have several occasions, I’m gon na pick red in this case so it stands apart from the other events that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of