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 include one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other meetings 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 correctly. 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 encourage you to publish an image.
You’re gon na wan na put the name of your company or possibly it’s your full name. I have actually got two events currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-new screen.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than simply your reference. This is what individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that therein. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending on the alternative that you choose, you might have some additional options awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can choose this alternative, my invitee must call me. In this case, I can add my wanted phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have reserved the consultation. So if somebody is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve scheduled 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 inquire to supply their contact number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can add a description which is something you don’t wan na neglect particularly if you have several events that you’re gon na be offering to your users. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have offered. And then just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your service name or possibly your full 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 specific as possible. So perhaps I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just copy and paste this link, they understand what they’re getting also.
And finally, we can choose a various color. This is really valuable if you have multiple events, I’m gon na select red in this case just so it stands apart from the other occasions that I’ve already developed. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of