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 locations 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 include one or more calendar accounts.
And what I mean by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other conferences that come up as a part of your day. This is absolutely 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 motivate you to publish an image.
You’re gon na wan na put the name of your organization or perhaps it’s your complete name. I have actually got two occasions currently that individuals can choose from and when they click on one of those occasions, they are likewise 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 state produce for individually. On this screen, the first thing that we require to do is give it an occasion name. Now remember, this is more than simply your reference. This is what people are gon na be seen when they arrive on your Calendly page. I’m just gon na call this one, Meeting with Scott, actually basic here. I can identify, oop, Satisfying with Scott. Let’s keep that in there. Our second step is to add a place and you can see we can inform our users upfront, is this an in person meeting, a telephone call or is it gon na be a particular conferencing conference 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 phone call in this case. And oftentimes, depending on the choice that you choose, you may have some extra alternatives waiting on you. For instance, do I wan na choose if I will call my guest in this case, it’s gon na require the individual who’s scheduling that time to list their phone number. I require to understand who I’m calling or I can select this option, my invitee ought to call me. In this case, I can include my desired phone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. 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 only after they have actually scheduled 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 supply their phone number. I’m gon na state update, that’s gon na conserve that option here. If you have multiple occasions that you’re gon na be providing to your users, down listed below we can include a description which is something you do not wan na overlook especially. 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 events that I have available. And after that just below the description, we have our occasion link. Now we currently talked briefly about having your domain or your organization name or possibly your complete name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case again, you wan na try make it as specific as possible. Maybe I’m gon na say, satisfying Scott, something like that, something that’s so simple for me to identify however also if I simply paste this link and copy, they know what they’re getting.
And lastly, we can select a various color. This is extremely helpful if you have multiple events, I’m gon na choose red in this case so it stands out from the other occasions that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this occasion. So by opening this app, you’re gon na see a lot of