We’re gon na get things kicked off by going into our menu, into our account once 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 visits but things that are happening maybe in your personal life or other meetings that come up as a part of your day. This is absolutely 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 encourage you to publish an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I have actually got two 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 pick that new event type, which is gon na open up a brand-new screen.
Let’s say create for individually. On this screen, the first thing that we require to do is offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually simple here. I can recognize, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even listed here. In our example, I’m gon na select call in this case. And in most cases, depending upon 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 reserving that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can include my desired contact number here and the fantastic thing with Calendly is that it’s not going to show this number till they have reserved the consultation. So if somebody is considering booking time with me, it’s not as if they’re gon na see my contact number or my dial in number immediately, it’s only after they have actually reserved the time will this number be revealed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to provide their contact number. I’m gon na say update, that’s gon na conserve that alternative here. If you have numerous occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na overlook especially. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to possibly some of the other events that I have readily available. And then simply listed below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to determine but also if I simply paste this link and copy, they know what they’re getting as well.
And lastly, we can select a different color. This is really practical if you have multiple occasions, I’m gon na select red in this case just so it stands apart from the other events that I’ve currently developed. 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 lot of