We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 simply Calendly consultations however things that are occurring perhaps in your personal life or other conferences that come up as a part of your day. This is certainly 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 just wan na motivate you to submit an image.
You’re gon na wan na put the name of your company or maybe it’s your full name. I’ve got 2 events presently that people can choose from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that brand-new occasion type, which is gon na open up a new screen.
Let’s state create for individually. On this screen, the first thing that we require to do is provide it an occasion 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, Satisfying with Scott, actually easy here. I can recognize, oop, Fulfilling with Scott. Let’s keep that in there. Our second action is to include a location and you can see we can inform our users upfront, is this a personally conference, a telephone call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in many cases, depending on the choice that you choose, you might have some additional options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na need the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can choose 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 display this number until they have scheduled the appointment. So if someone is thinking about booking time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s just after they have actually reserved the time will this number be revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that option here. Down listed below we can add 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 simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to perhaps some of the other occasions that I have offered. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your organization name or maybe your complete name to get them to your primary Calendly page however this is something that you can share in addition, a separate URL. So in this case again, you wan na attempt make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to determine however also if I just paste this link and copy, they understand what they’re getting too.
And last but not least, we can select a various color. This is very helpful if you have multiple occasions, I’m gon na select red in this case just so it stands out from the other occasions that I’ve already created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of