We’re gon na get things kicked off by going into our menu, into our account once 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 first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly visits but things that are happening maybe 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 just wan na motivate you to publish an image.
You’re gon na wan na put the name of your service or maybe it’s your full name. I have actually got 2 events presently 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 new occasion type, which is gon na open up a brand-new screen.
Let’s state create for one-on-one. On this screen, the first thing that we require to do is provide it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what people are gon na be seen. I’m just gon na call this one, Meeting with Scott, truly simple here. So I can identify, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place 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 possibly something custom, something that’s not even noted here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending on the alternative that you pick, you may have some additional options waiting on you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the person who’s reserving that time to note their telephone number. I need to know who I’m calling or I can pick this choice, my guest must call me. In this case, I can add my desired phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have reserved the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number right away, it’s only after they’ve scheduled the time will this number be exposed. But in this case, I’m gon na say, I will call my invitees ’cause I’m gon na inquire to supply their phone number. I’m gon na state update, that’s gon na conserve that choice here. Down below we can add a description which is something you do not wan na ignore specifically if you have numerous events that you’re gon na be using to your users. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other events that I have readily available. And after that just listed below the description, we have our event link. Now we already 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 different URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
Now once we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of