We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I imply by this, is things beyond just Calendly appointments but things that are occurring maybe in your personal life or other conferences 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 just wan na encourage you to upload an image.
You’re gon na wan na put the name of your business or possibly it’s your complete name. I have actually got 2 occasions currently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new event type, which is gon na open up a new screen.
So let’s state develop for individually. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than simply your reference. This is what people are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting Scott, truly basic here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the alternative that you choose, you may have some additional options waiting on you. For instance, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s reserving that time to list their telephone number. I need to know who I’m calling or I can choose this choice, my guest should call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number till they have actually scheduled the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually booked the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to offer their telephone number. I’m gon na say upgrade, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na overlook especially if you have several events that you’re gon na be providing to your users. 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 event is about compared to maybe some of the other events that I have readily available. And after that simply listed below the description, we have our occasion 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 primary Calendly page however this is something that you can share in addition, a different URL. In this case once again, you wan na try make it as particular as possible. Perhaps I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine however also if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of