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 very 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 simply Calendly consultations but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very 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 motivate you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 events currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s state produce for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, truly basic here. So I can identify, oop, Consulting with Scott. Let’s keep that therein. Our 2nd step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you choose, you might have some additional options waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to show this number till they have booked the appointment. So if someone 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 right now, it’s only after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na conserve that option 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 providing to your users. I’m just gon na state, 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 maybe some of the other events 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 or your organization name or maybe your complete 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 once again, you wan na try make it as particular as possible. So maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they know what they’re getting also.
And finally, we can pick a various color. This is really practical if you have several events, I’m gon na select red in this case just so it stands out from the other events that I’ve already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a great deal of