We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 suggest by this, is things beyond simply Calendly appointments however things that are taking place maybe in your personal life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 have actually got two events presently 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 brand-new occasion type, which is gon na open up a brand-new screen.
So let’s say develop for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now keep in mind, this is more than simply your recommendation. When they land on your Calendly page, this is what people are gon na be seen. I’m simply gon na call this one, Fulfilling with Scott, really basic here. So I can determine, oop, Consulting with Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can inform our users upfront, is this a personally conference, a call or is it gon na be a particular conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And in most cases, depending upon the option that you pick, you might have some additional options awaiting you. 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 note their phone number. I require to know who I’m calling or I can select this choice, my invitee ought to call me. In this case, I can include my preferred contact number here and the fantastic thing with Calendly is that it’s not going to show this number until they have actually booked the appointment. So if someone is considering reserving 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 revealed. In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be offering to your users, down listed below we can include a description which is something you don’t wan na overlook especially. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered. And then just below the description, we have our event link. Now we already talked briefly about having your domain or your company name or possibly your full name to get them to your main Calendly page however this is something that you can share in addition, a different URL. In this case again, you wan na attempt make it as particular as possible. Maybe I’m gon na state, satisfying Scott, something like that, something that’s so simple for me to determine however likewise if I simply paste this link and copy, they know what they’re getting.
And finally, we can pick a various color. This is very practical if you have numerous events, I’m gon na pick red in this case so it stands out from the other occasions that I have actually already created. Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of