We’re gon na get things kicked off by going into our menu, into our account as soon as you have actually 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 include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very 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 just wan na encourage you to upload an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I’ve got two occasions currently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that brand-new event type, which is gon na open up a brand-new screen.
So let’s state create 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 simply your recommendation. When they land on your Calendly page, this is what individuals are gon na be seen. So I’m simply gon na call this one, Consulting with Scott, actually basic here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell 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, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the choice that you pick, you might have some extra alternatives waiting on you. Do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s booking that time to note their phone number. I require to know who I’m calling or I can select this option, my invitee 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 actually scheduled the appointment. If someone is considering 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 booked the time will this number be revealed. But in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na state upgrade, that’s gon na conserve that choice here. If you have several occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na ignore particularly. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to perhaps some of the other events that I have offered. And then simply listed below the description, we have our event link. Now we currently talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page but this is something that you can share in addition, a separate 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 know what they’re getting.
And lastly, we can pick a different color. This is extremely practical if you have several events, I’m gon na choose red in this case so it sticks out from the other occasions that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of