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 possibly in your individual life or other meetings that come up as a part of your day. This is certainly 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 encourage you to submit an image.
You’re gon na wan na put the name of your business or possibly it’s your full name. I’ve got two events presently that individuals can choose 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.
So let’s say develop for individually. On this screen, the first thing that we require to do is provide it an occasion name. Now remember, this is more than just your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to include a place and you can see we can tell our users upfront, is this an in person meeting, a call or is it gon na be a specific conferencing meeting 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 pick phone call in this case. And in many cases, depending upon the alternative that you select, you may have some extra options awaiting you. Do I wan na pick if I will call my guest in this case, it’s gon na need the person who’s reserving that time to list their phone number. I need to know who I’m calling or I can select this choice, my guest ought to call me. In this case, I can include my desired contact number here and the excellent thing with Calendly is that it’s not going to display this number until they have scheduled the consultation. If somebody is thinking about 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 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 invitees ’cause I’m gon na ask to offer their phone number. I’m gon na state update, that’s gon na save that option here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na overlook specifically. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to maybe some of the other occasions that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your company name or maybe your complete name to get them to your primary Calendly page but this is something that you can share in addition, a different URL. So in this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they understand what they’re getting.
Now as soon as 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