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 indicate by this, is things beyond simply Calendly visits but things that are happening perhaps in your personal 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 stay with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to upload an image.
You’re gon na wan na put the name of your business or perhaps it’s your full name. I have actually got two events presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na pick that new occasion 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 need to do is offer it an occasion name. Now remember, this is more than simply your referral. This is what people are gon na be seen when they land on your Calendly page. So I’m just gon na call this one, Meeting Scott, actually easy here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add a place and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending on the choice that you select, you may have some additional choices awaiting you. Do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this choice, my invitee needs to call me. In this case, I can include my wanted phone number here and the excellent thing with Calendly is that it’s not going to show this number until they have actually booked the consultation. So if someone is thinking about scheduling 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 guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say update, that’s gon na save that choice here. Down listed below we can add a description which is something you do not wan na overlook specifically if you have multiple events that you’re gon na be offering to your users. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your service name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na attempt make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine but also if I just copy and paste this link, they know what they’re getting.
And finally, we can choose a different color. This is really useful if you have multiple occasions, I’m gon na pick red in this case so it stands out from the other occasions that I have actually already produced. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. By opening this app, you’re gon na see a lot of