We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly appointments however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Next up, we wan na remain 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 service or maybe it’s your complete name. I have actually got 2 occasions currently that individuals can pick from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a new screen.
Let’s say develop for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now keep in mind, this is more than simply your reference. 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, Consulting with Scott, truly basic here. I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a specific 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 telephone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some additional options awaiting you. For instance, 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 list their phone number. I require to know who I’m calling or I can choose this alternative, my guest ought to call me. In this case, I can add my desired telephone number here and the excellent thing with Calendly is that it’s not going to display this number till they have actually scheduled the visit. If somebody is considering booking 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 just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have several events that you’re gon na be providing to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to perhaps some of the other occasions that I have readily available. And after that just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case once again, you wan na attempt 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 determine but likewise if I just copy and paste this link, they understand what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of