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 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 indicate by this, is things beyond simply Calendly visits however things that are occurring maybe in your personal life or other conferences 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 just 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 2 occasions currently that individuals can choose from and when they click on one of those events, 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 brand-new screen.
Let’s say develop for individually. On this screen, the first thing that we need to do is give it an event name. Now remember, 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 just gon na call this one, Meeting with Scott, actually simple here. I can determine, oop, Fulfilling with Scott. Let’s keep that therein. Our 2nd step is to include a place and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And in many cases, depending upon the alternative that you pick, you may have some additional alternatives waiting on you. For instance, do I wan na pick if I will call my invitee in this case, it’s gon na require the person who’s booking that time to list their phone number. I need to understand who I’m calling or I can pick this alternative, my guest should call me. In this case, I can add my desired phone number here and the fantastic thing with Calendly is that it’s not going to display this number until they have actually reserved the visit. If someone 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 reserved 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 upgrade, that’s gon na conserve that option here. Down listed below we can include a description which is something you do not wan na overlook specifically if you have several occasions that you’re gon na be providing to your users. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to maybe some of the other events that I have readily available. And then just listed below the description, we have our occasion link. Now we already talked briefly about having your domain or your organization name or perhaps your full 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, fulfilling Scott, something like that, something that’s so easy for me to recognize however also if I simply copy and paste this link, they know what they’re getting too.
Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of