We’re gon na get things kicked off by going into our menu, into our account once 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 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 perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 motivate you to upload an image.
You’re gon na wan na put the name of your service or possibly it’s your full name. I’ve got two occasions presently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen.
Let’s state develop for one-on-one. On this screen, the first thing that we need to do is give it an event name. Now remember, this is more than just your reference. When they land on your Calendly page, this is what individuals are gon na be seen. I’m simply gon na call this one, Meeting with Scott, actually simple here. So I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd action is to add 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 particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some additional alternatives awaiting you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s reserving that time to note their phone number. I need to know who I’m calling or I can choose this choice, my invitee ought to call me. In this case, I can add my wanted phone number here and the terrific thing with Calendly is that it’s not going to display this number up until they have actually reserved the consultation. If someone 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 just after they have actually booked the time will this number be exposed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. Down below we can include a description which is something you do not wan na ignore especially if you have numerous occasions that you’re gon na be offering to your users. So I’m just gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to perhaps a few of the other occasions 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 perhaps your full name to get them to your main Calendly page however 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. So maybe I’m gon na say, fulfilling Scott, something like that, something that’s so easy for me to recognize but likewise if I just paste this link and copy, they know what they’re getting also.
And finally, we can pick a different color. This is extremely valuable if you have several events, I’m gon na pick red in this case just so it sticks out from the other events that I’ve already developed. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this event, in this menu screen called. So by opening this app, you’re gon na see a great deal of