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 first places 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 add one or more calendar accounts.
And what I mean by this, is things beyond just Calendly appointments but things that are taking place perhaps in your personal 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 upload an image.
You’re gon na wan na put the name of your business or maybe it’s your complete name. I have actually got two events currently that individuals can pick from and when they click on one of those events, they are likewise gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
So let’s state develop for individually. On this screen, the first thing that we require to do is offer it an occasion name. Now remember, this is more than just your recommendation. This is what people are gon na be seen when they arrive at your Calendly page. I’m simply gon na call this one, Meeting with Scott, really simple here. I can determine, oop, Meeting with Scott. Let’s keep that in there. Our second step is to include a location and you can see we can inform our users upfront, is this an in person conference, a telephone call or is it gon na be a particular conferencing meeting 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 phone call in this case. And in most cases, depending upon the option that you select, you may have some extra choices waiting for you. Do I wan na select if I will call my guest in this case, it’s gon na need the person who’s scheduling that time to list their phone number. I need to understand who I’m calling or I can select this option, my invitee should call me. In this case, I can add my desired phone number here and the great thing with Calendly is that it’s not going to display this number till they have booked the consultation. So if someone is thinking about scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right away, it’s only after they’ve booked 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 offer their phone number. I’m gon na state update, that’s gon na conserve that option here. Down below we can include a description which is something you do not wan na neglect especially if you have multiple events that you’re gon na be using to your users. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe a few of the other occasions that I have offered. And after that just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your business name or perhaps your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. So in this case once again, you wan na try make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to determine but likewise if I just paste this link and copy, they understand what they’re getting as well.
Now as soon as we hit 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