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 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 add one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly consultations but things that are occurring possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 simply wan na motivate you to submit an image.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got 2 occasions currently that individuals can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new event type, which is gon na open up a new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we require to do is give it an occasion name. Now keep in mind, this is more than just your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that therein. Our second step is to add a location and you can see we can inform our users upfront, is this an in person conference, a telephone 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 listed here. In our example, I’m gon na choose telephone call in this case. And oftentimes, depending on the alternative that you choose, you may have some extra alternatives waiting for you. For example, do I wan na pick if I will call my guest in this case, it’s gon na require the person who’s scheduling that time to list their telephone number. I require to know who I’m calling or I can pick this alternative, my guest needs to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to display this number till they have scheduled the appointment. If somebody is considering scheduling 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 booked the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na save that option here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you do not wan na overlook specifically. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps a few of the other occasions that I have readily available. And then just listed below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your service name or possibly your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. So in this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I just paste this link and copy, they understand what they’re getting.
Now once we hit 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