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 very 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 include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly consultations but things that are happening maybe 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 remain 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 company or perhaps it’s your full name. I’ve got 2 occasions presently that people can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na select that 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 offer it an event name. Now remember, this is more than simply your referral. When they land on your Calendly page, this is what individuals are gon na be seen. I’m just gon na call this one, Fulfilling with Scott, actually basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our second action is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na select telephone call in this case. And in many cases, depending on the choice that you select, you might have some extra choices waiting for you. Do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s booking that time to note their phone number. I need to know who I’m calling or I can choose this option, my invitee must call me. In this case, I can include my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the visit. If somebody is thinking about scheduling 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 revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their contact number. I’m gon na say upgrade, that’s gon na conserve that choice here. If you have numerous occasions that you’re gon na be using to your users, down listed below we can add a description which is something you do not wan na overlook especially. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available. And after that just below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or maybe 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 once again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they know what they’re getting.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of