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 very 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 indicate by this, is things beyond simply Calendly appointments however things that are happening possibly in your individual life or other conferences 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got 2 events presently that people 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 new occasion type, which is gon na open up a new screen.
So let’s state produce for one-on-one. On this screen, the first thing that we require to do is give it an event name. Now keep in mind, this is more than just your referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Satisfying with Scott, really easy here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second step is to add a location and you can see we can tell our users upfront, is this a personally meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the option that you choose, you may have some additional options awaiting you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na need the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can choose this alternative, my invitee ought to call me. In this case, I can include my preferred telephone number here and the fantastic thing with Calendly is that it’s not going to show this number until they have scheduled the visit. If someone is thinking about reserving 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. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na ask to provide their contact number. I’m gon na state update, that’s gon na save that option here. If you have multiple occasions that you’re gon na be offering to your users, down below we can add a description which is something you do not wan na ignore specifically. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other events that I have offered. And after that simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization 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 once again, you wan na attempt make it as specific as possible. So possibly I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to determine but also if I simply copy and paste this link, they know what they’re getting too.
And last but not least, we can pick a various color. This is extremely practical if you have numerous events, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. So by opening this app, you’re gon na see a lot of