We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 add one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly appointments but things that are occurring possibly in your individual 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 correctly. Next up, we wan na stay 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 business or maybe it’s your complete name. I have actually got two events presently that people can choose from and when they click on one of those occasions, they are likewise gon na see my branding here. We gon na pick that brand-new event type, which is gon na open up a brand-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 keep in mind, this is more than just 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, Consulting with Scott, actually easy here. I can determine, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd action is to include a location and you can see we can inform our users upfront, is this an in person conference, a phone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or maybe something customized, something that’s not even noted here. In our example, I’m gon na pick phone call in this case. And oftentimes, depending upon the alternative that you select, you might have some extra options awaiting you. Do I wan na choose if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their phone number. I require to know who I’m calling or I can select this option, my guest must call me. In this case, I can add my preferred contact number here and the excellent thing with Calendly is that it’s not going to show this number till they have reserved the appointment. So if somebody is thinking about scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number immediately, it’s just after they have actually booked the time will this number be exposed. 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 save that alternative here. Down listed below we can add a description which is something you do not wan na ignore specifically if you have numerous occasions that you’re gon na be providing to your users. So I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this event has to do with compared to maybe some of the other events that I have offered. And after that just below the description, we have our occasion link. Now we already talked briefly about having your domain or your business name or maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. So in this case once again, you wan na try make it as particular as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to identify but also if I simply paste this link and copy, they know what they’re getting too.
And last but not least, we can select a various color. This is really helpful if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I have actually currently developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of