We’re gon na get things kicked off by going into our menu, into our account as soon as 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 add one or more calendar accounts.
And what I mean by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I simply 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 2 events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
Let’s say produce for one-on-one. On this screen, the first thing that we need to do is give it an occasion name. Now keep in mind, this is more than just 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, Meeting with Scott, truly basic here. So I can determine, oop, Meeting with Scott. Let’s keep that therein. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face 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, something that’s not even listed here. In our example, I’m gon na choose telephone call in this case. And in many cases, depending upon the choice that you select, you might have some extra alternatives awaiting you. For example, do I wan na pick if I will call my guest in this case, it’s gon na need the individual who’s reserving that time to list their telephone number. I require to understand who I’m calling or I can pick this alternative, my guest ought to call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have booked the appointment. If somebody is considering 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 booked the time will this number be revealed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na conserve that alternative here. Down listed below we can include a description which is something you don’t wan na neglect especially if you have several events that you’re gon na be providing to your users. So I’m just 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 is about compared to perhaps some of the other occasions that I have readily available. And then simply listed below the description, we have our occasion link. Now we already talked briefly about having your domain name or your organization name or maybe your complete name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na try make it as particular as possible. Maybe I’m gon na state, fulfilling Scott, something like that, something that’s so easy for me to recognize but also if I simply copy and paste this link, they know what they’re getting.
And finally, we can choose a various color. This is very handy if you have numerous events, I’m gon na choose red in this case just so it stands apart from the other events that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a great deal of