We’re gon na get things kicked off by going into our menu, into our account as soon as 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 imply by this, is things beyond simply Calendly visits 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 really 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 encourage you to publish an image.
You’re gon na wan na put the name of your organization or possibly it’s your full name. I have actually got 2 events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
So let’s state produce for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your referral. This is what people are gon na be seen when they arrive at your Calendly page. So I’m just gon na call this one, Meeting Scott, really easy here. So I can recognize, oop, Consulting with Scott. Let’s keep that in there. Our second step is to include an area and you can see we can tell our users upfront, is this a face to face meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na choose call in this case. And in many cases, depending upon the option that you select, you might have some additional alternatives waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee 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 display this number until they have scheduled the appointment. If someone is considering 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 scheduled the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state upgrade, that’s gon na save that alternative 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 offering to your users. So I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly some of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na try make it as particular as possible. Maybe I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just copy and paste this link, they understand what they’re getting.
And finally, we can pick a various color. This is extremely handy if you have numerous occasions, I’m gon na choose red in this case just so it stands apart from the other events that I have actually currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a great deal of