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 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 suggest by this, is things beyond simply Calendly appointments but things that are occurring perhaps in your individual life or other conferences 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your company or maybe it’s your complete name. I’ve got 2 occasions presently that individuals can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. 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. So I’m just gon na call this one, Meeting Scott, really simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd action is to add a place and you can see we can tell our users upfront, is this a face to face conference, 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 in a lot of cases, depending on the option that you pick, you might have some additional options waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na need the individual who’s scheduling that time to list their contact number. I require to know who I’m calling or I can choose this option, my guest must call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number until they have scheduled the appointment. 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 away, it’s just after they have actually reserved the time will this number be exposed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that option here. Down listed below we can include a description which is something you don’t wan na ignore particularly if you have several events that you’re gon na be offering to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion has to do with compared to maybe some of the other occasions that I have readily available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain name or your service 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 separate URL. In this case again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just copy and paste this link, they understand what they’re getting.
And lastly, we can select a various color. This is really practical if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other events that I’ve currently created. 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 event. So by opening this app, you’re gon na see a great deal of