We’re gon na get things kicked off by going into our menu, into our account when 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 mean by this, is things beyond just Calendly appointments but things that are taking place maybe in your individual life or other meetings 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 correctly. Next up, we wan na stay with our account settings this time we’re gon na go to account account settings and I just wan na encourage you to upload an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two events presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that new event type, which is gon na open up a brand-new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now keep in mind, this is more than simply your recommendation. This is what individuals are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Satisfying with Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second action is to include an area and you can see we can inform our users upfront, is this an in person meeting, a phone call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even listed here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the choice that you choose, you might have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my preferred phone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the visit. If somebody is thinking about reserving 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 booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice here. If you have numerous events that you’re gon na be providing to your users, down below we can add a description which is something you don’t wan na neglect especially. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to maybe some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain 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. So in this case once again, you wan na attempt make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can select a various color. This is extremely helpful if you have numerous occasions, I’m gon na select red in this case so it stands apart from the other occasions that I’ve already created. 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 people book this occasion. So by opening this app, you’re gon na see a lot of