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 very 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 consultations however things that are occurring possibly in your personal life or other meetings 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 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 motivate you to publish an image.
You’re gon na wan na put the name of your business or maybe it’s your full name. I have actually got two occasions currently that individuals can select from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s say create for individually. On this screen, the first thing that we need to do is provide it an occasion name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m simply gon na call this one, Meeting with Scott, truly simple here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a place and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na pick call in this case. And oftentimes, depending upon the option that you select, you may have some extra alternatives waiting for you. For example, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can select this alternative, my guest needs to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to display this number till they have booked the consultation. If somebody is considering 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 booked the time will this number be exposed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that alternative here. If you have multiple events that you’re gon na be offering to your users, down listed below we can add a description which is something you do not wan na neglect especially. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can differentiate what this occasion has to do with compared to perhaps a few of the other events that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain name or your company name or possibly your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as specific as possible. Possibly I’m gon na state, meeting Scott, something like that, something that’s so easy for me to determine however likewise if I simply copy and paste this link, they understand what they’re getting.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of