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 locations 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 add one or more calendar accounts.
And what I mean by this, is things beyond just Calendly visits however things that are occurring possibly in your individual life or other conferences that come up as a part of your day. This is absolutely 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 simply 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 two events currently that people can choose 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.
So let’s say produce for individually. On this screen, the first thing that we require to do is provide 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. So I’m simply gon na call this one, Meeting Scott, really basic here. I can recognize, oop, Fulfilling with Scott. Let’s keep that therein. Our second step is to include an area and you can see we can inform our users upfront, is this a personally meeting, a telephone call or is it gon na be a specific conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or possibly something customized, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And in a lot of cases, depending on the option that you pick, you may have some additional choices waiting on you. Do I wan na pick if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can select this alternative, my invitee ought to call me. In this case, I can add my wanted contact number here and the great thing with Calendly is that it’s not going to display this number till they have actually reserved the consultation. If someone 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 scheduled 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 state update, that’s gon na conserve that option here. If you have several occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook particularly. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to possibly some of the other events that I have readily available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your business name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so easy for me to determine but also if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can choose a different color. This is really handy if you have numerous occasions, I’m gon na choose red in this case just so it stands out from the other events that I’ve currently developed. 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 people book this event. So by opening this app, you’re gon na see a great deal of