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 locations 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 suggest by this, is things beyond just Calendly appointments but things that are happening perhaps in your individual life or other conferences that come up as a part of your day. This is definitely 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 simply 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 complete name. I’ve got two occasions presently that individuals 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 brand-new event type, which is gon na open up a new screen.
Let’s state create for one-on-one. 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 referral. This is what individuals are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, truly simple here. I can identify, oop, Meeting with Scott. Let’s keep that in there. Our second action is to add a location 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 particular conferencing meeting 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 choose call in this case. And oftentimes, depending upon the choice that you pick, you might have some additional alternatives waiting for you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can choose this option, my guest 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 scheduled the appointment. So if someone is considering reserving time with me, it’s not as if they’re gon na see my telephone number or my dial in number immediately, it’s just after they’ve scheduled the time will this number be revealed. However in this case, I’m gon na state, I will call my guests ’cause I’m gon na inquire to offer their phone number. I’m gon na state update, that’s gon na save that option here. Down below we can include a description which is something you do not wan na neglect especially if you have several occasions that you’re gon na be using to your users. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to perhaps some of the other events that I have available. And after that simply below the description, we have our occasion link. Now we currently talked briefly about having your domain name or your company name or perhaps your full 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 particular as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so easy for me to recognize however also if I just copy and paste this link, they understand what they’re getting.
And finally, we can choose a various color. This is very helpful if you have several events, I’m gon na pick red in this case just so it stands apart from the other occasions that I’ve currently created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of