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 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 include one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly visits but things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is definitely 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 upload an image.
You’re gon na wan na put the name of your company or possibly it’s your complete name. I’ve got 2 events currently 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 select that brand-new event type, which is gon na open up a new screen.
So let’s say develop for one-on-one. On this screen, the first thing that we need 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 land on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our 2nd step is to add a location and you can see we can inform our users upfront, is this a personally meeting, a phone 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 noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the alternative that you pick, you might have some extra choices awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I need to know who I’m calling or I can select this option, my guest must call me. In this case, I can include my wanted telephone number here and the excellent thing with Calendly is that it’s not going to display this number up until they have scheduled the consultation. So if somebody is thinking about reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve reserved the time will this number be exposed. However in this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their telephone number. I’m gon na state update, that’s gon na save that choice here. If you have multiple events that you’re gon na be offering to your users, down below we can include a description which is something you do not wan na neglect especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion has to do with compared to possibly a few of the other events that I have available. And then just listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or possibly your complete 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 again, you wan na attempt make it as particular as possible. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.
And lastly, we can pick a various color. This is really useful if you have several events, I’m gon na select red in this case so it stands out from the other occasions that I’ve currently created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. By opening this app, you’re gon na see a lot of