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 include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits however things that are taking place possibly in your individual life or other conferences that come up as a part of your day. This is certainly 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 simply wan na motivate you to upload an image.
You’re gon na wan na put the name of your company or perhaps it’s your complete name. I’ve got two occasions currently that people can pick 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 occasion 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 event name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. So I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to include an area and you can see we can tell our users upfront, is this a personally meeting, a telephone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom, something that’s not even noted here. In our example, I’m gon na choose call in this case. And oftentimes, depending upon the option that you pick, you might have some extra choices waiting for you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this choice, my guest must call me. In this case, I can include my desired phone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. So if somebody is thinking about booking time with me, it’s not as if they’re gon na see my telephone number or my dial in number right now, it’s only after they have actually booked 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 say update, that’s gon na save that option here. Down below we can add a description which is something you don’t wan na neglect particularly if you have several occasions that you’re gon na be using to your users. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe some of the other events that I have available. 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 again, you wan na try make it as particular as possible. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize however likewise if I simply paste this link and copy, they understand what they’re getting too.
And last but not least, we can select a different color. This is extremely handy if you have numerous events, I’m gon na pick red in this case so it sticks out from the other events that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of