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 first places 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 suggest by this, is things beyond simply Calendly appointments but things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely 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 encourage you to submit an image.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got 2 occasions currently that people can select from and when they click on one of those occasions, 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 new screen.
Let’s state develop 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 individuals are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, truly easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a particular conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending on the choice that you pick, you might have some extra options awaiting you. For example, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to list their telephone number. I require to understand who I’m calling or I can choose this choice, my guest must 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 display this number until they have actually booked the appointment. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s just after they’ve booked the time will this number be revealed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several events that you’re gon na be offering to your users, down listed below we can include a description which is something you do not wan na neglect especially. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this occasion has to do with compared to maybe a few of the other events that I have available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your business name or perhaps 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 once again, you wan na try make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but also if I just paste this link and copy, they know what they’re getting also.
And finally, we can pick a various color. This is extremely valuable if you have several events, I’m gon na pick red in this case so it sticks out from the other occasions that I have actually currently developed. Now when 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. By opening this app, you’re gon na see a lot of