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 include one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly appointments however things that are taking place maybe in your individual 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 properly. 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 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 currently that people can select from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new event type, which is gon na open up a new screen.
So let’s say produce 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 just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m just gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a face to face 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 listed here. In our example, I’m gon na select phone call in this case. And oftentimes, depending on the choice that you pick, you may have some additional options waiting on you. For example, do I wan na choose 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 pick this option, my guest should call me. In this case, I can include my desired contact number here and the great thing with Calendly is that it’s not going to show this number until they have actually reserved the visit. If somebody is considering booking 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 only after they have actually scheduled the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can add a description which is something you do not wan na ignore especially if you have several occasions that you’re gon na be providing to your users. So I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to possibly some of the other occasions that I have available. And after that just below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. So maybe I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to recognize however also if I just paste this link and copy, they understand what they’re getting as well.
And finally, we can pick a various color. This is really valuable if you have several events, I’m gon na choose red in this case just so it stands out from the other occasions that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of