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 places 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 visits however things that are happening perhaps in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your really 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 organization or perhaps it’s your full name. I’ve got two occasions presently that people can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na select that brand-new occasion type, which is gon na open up a new screen.
So let’s say create for individually. On this screen, the first thing that we require to do is give 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 at your Calendly page. I’m just gon na call this one, Meeting with Scott, really basic here. I can identify, oop, Meeting with Scott. Let’s keep that therein. Our 2nd step is to add a location and you can see we can inform our users upfront, is this an in person meeting, a call or is it gon na be a particular conferencing meeting such as using Google Meet, Zoom, GoToMeeting or possibly something custom-made, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending upon the choice that you choose, you may have some extra options awaiting you. Do I wan na choose if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to note their phone number. I need to know who I’m calling or I can select this option, my invitee should call me. In this case, I can include my wanted telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have booked the visit. 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 away, it’s just after they’ve reserved the time will this number be revealed. In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say update, that’s gon na conserve that option here. If you have numerous occasions that you’re gon na be providing to your users, down listed below we can add a description which is something you don’t wan na overlook especially. 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 distinguish what this event has to do with compared to possibly a few of the other events that I have available. And then just below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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. So in this case once again, you wan na attempt make it as specific as possible. Perhaps I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however likewise if I simply paste this link and copy, they understand what they’re getting.
Now once 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