We’re gon na get things kicked off by going into our menu, into our account when 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 suggest by this, is things beyond simply Calendly visits however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 just wan na motivate you to publish an image.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got two occasions presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that new occasion type, which is gon na open up a new screen.
Let’s say develop for individually. On this screen, the first thing that we need to do is provide it an event name. Now keep in mind, this is more than just your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add a place 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 meeting such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in many cases, depending on the choice that you select, you might have some additional choices waiting on you. For example, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note 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 add my wanted phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually booked the visit. If someone is thinking about 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 only after they have actually scheduled the time will this number be exposed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have several events that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na neglect particularly. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion has to do with compared to possibly a few of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as specific as possible. Possibly I’m gon na say, fulfilling Scott, something like that, something that’s so simple for me to identify however also if I simply copy and paste this link, they know what they’re getting.
Now when we hit 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