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 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 imply by this, is things beyond simply Calendly appointments however things that are occurring maybe in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 business or possibly it’s your full name. I’ve got 2 events currently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na choose that new occasion type, which is gon na open up a brand-new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is give it an occasion 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. I’m just gon na call this one, Meeting with Scott, actually basic here. So I can recognize, oop, Meeting with Scott. Let’s keep that therein. Our second step is to include a place and you can see we can inform our users upfront, is this a face to face meeting, a call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even noted here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending upon the choice that you choose, you might have some additional choices waiting for you. For instance, do I wan na select if I will call my guest in this case, it’s gon na need the individual who’s scheduling that time to note their telephone number. I need to understand who I’m calling or I can pick this option, my guest needs to call me. In this case, I can include my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually scheduled the visit. If somebody 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 only after they have actually reserved the time will this number be exposed. In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have numerous occasions 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 ignore particularly. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this event has to do with compared to maybe a few of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or possibly 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 once again, you wan na attempt make it as specific as possible. So maybe I’m gon na state, meeting Scott, something like that, something that’s so simple for me to determine however also if I just copy and paste this link, they know what they’re getting also.
And last but not least, we can choose a various color. This is very useful if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our event. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of