We’re gon na get things kicked off by going into our menu, into our account once you have actually signed up with Calendly. And one of the very 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 add one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits however things that are taking place maybe in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your really first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain 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 organization or maybe it’s your complete name. I’ve got two occasions presently that individuals can choose from and when they click on one of those occasions, 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 individually. On this screen, the first thing that we need to do is provide it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, actually simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing conference 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 pick phone call in this case. And in a lot of cases, depending on the choice that you pick, you might have some extra choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to note their phone number. I need to understand who I’m calling or I can pick this choice, my guest ought to call me. In this case, I can include my preferred phone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. 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 just after they have actually reserved the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that choice here. Down listed below we can include a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be providing to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to possibly some of the other events that I have available. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to identify but likewise if I simply copy and paste this link, they know 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