We’re gon na get things kicked off by going into our menu, into our account when you have actually 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 indicate by this, is things beyond just Calendly appointments however things that are happening maybe 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 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 encourage you to publish an image.
You’re gon na wan na put the name of your service or possibly it’s your full name. I have actually got 2 occasions presently that people can choose 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.
Let’s state create for individually. 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. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Satisfying with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location 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 conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in many cases, depending upon the option that you choose, you may have some extra alternatives waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their phone number. I need to understand who I’m calling or I can choose this alternative, my guest needs to call me. In this case, I can include my wanted telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they have actually booked the time will this number be revealed. But in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their telephone number. I’m gon na say upgrade, that’s gon na save that alternative here. If you have several occasions that you’re gon na be using to your users, down below we can add a description which is something you don’t wan na overlook specifically. So I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe a few of the other events that I have offered. And then simply below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as specific as possible. Perhaps I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they understand what they’re getting.
And finally, we can pick a different color. This is extremely handy if you have multiple events, I’m gon na pick red in this case so it sticks out from the other events that I’ve currently produced. Now once 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 event. So by opening this app, you’re gon na see a lot of