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 mean by this, is things beyond just Calendly appointments however things that are happening maybe in your personal life or other conferences 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
You’re gon na wan na put the name of your service or perhaps it’s your complete name. I have actually got 2 events presently that people can pick from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a new screen.
Let’s state produce for one-on-one. 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 referral. This is what individuals are gon na be seen when they land on your Calendly page. I’m just gon na call this one, Fulfilling with Scott, truly easy here. I can identify, oop, Fulfilling with Scott. Let’s keep that in there. Our 2nd step is to include a place and you can see we can inform our users upfront, is this a personally conference, a phone call or is it gon na be a specific conferencing conference such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select telephone call in this case. And in a lot of cases, depending upon the alternative that you pick, you might have some extra alternatives waiting for you. Do I wan na choose 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 choose this alternative, my invitee ought to call me. In this case, I can add my preferred contact number here and the great thing with Calendly is that it’s not going to show this number up until they have actually reserved the appointment. If someone is thinking about reserving 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’ve booked the time will this number be exposed. In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to offer their phone number. I’m gon na state update, that’s gon na conserve that choice here. If you have several events that you’re gon na be using to your users, down below we can include a description which is something you do not wan na neglect especially. 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 distinguish what this occasion is about compared to maybe some of the other events that I have available. And then simply below the description, we have our event link. Now we currently talked briefly about having your domain or your company name or perhaps your complete name to get them to your primary Calendly page but 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. Perhaps I’m gon na state, meeting Scott, something like that, something that’s so simple for me to recognize but likewise if I just paste this link and copy, they understand what they’re getting.
And last but not least, we can pick a various color. This is very useful if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other occasions that I’ve currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of