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 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 imply by this, is things beyond simply Calendly visits but things that are taking place possibly 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I’ve got two events currently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new event type, which is gon na open up a brand-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 remember, this is more than simply your referral. This is what individuals are gon na be seen when they arrive at your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can tell 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 utilizing Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you pick, you might have some additional options waiting on you. For example, do I wan na select if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their telephone number. I need to know who I’m calling or I can pick this option, my invitee needs to call me. In this case, I can include my desired telephone number here and the great thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. So if someone 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 now, it’s only after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their contact number. I’m gon na say update, that’s gon na save that option here. Down listed below we can include a description which is something you don’t wan na overlook especially if you have numerous occasions that you’re gon na be offering to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to possibly some of the other occasions 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 main Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I just copy and paste this link, they know what they’re getting also.
And lastly, we can choose a various color. This is very useful if you have numerous occasions, I’m gon na pick red in this case just so it stands apart from the other events that I have actually currently produced. Now as soon as 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 great deal of