We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the first locations 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 include one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your really 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 simply wan na motivate you to publish an image.
You’re gon na wan na put the name of your organization or maybe it’s your full name. I have actually got two events currently that individuals can select 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.
Let’s say produce for individually. On this screen, the first thing that we need to do is give it an event name. Now keep in mind, 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 simply gon na call this one, Meeting with Scott, really simple here. So I can determine, oop, Meeting Scott. Let’s keep that in there. Our second step is to include a place and you can see we can inform our users upfront, is this a personally meeting, a call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even noted here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending on the alternative that you select, you may have some additional choices waiting on you. Do I wan na select if I will call my guest in this case, it’s gon na require the individual who’s booking that time to list their phone number. I require to know who I’m calling or I can choose this alternative, my invitee needs 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 display this number till they have actually reserved the visit. If someone is considering 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 scheduled the time will this number be exposed. 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 save that alternative here. Down listed below we can add a description which is something you don’t wan na ignore particularly 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 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 perhaps some of the other occasions that I have available. And then just below the description, we have our occasion link. Now we already talked briefly about having your domain or your service 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. In this case again, you wan na try make it as particular as possible. So possibly I’m gon na state, fulfilling Scott, something like that, something that’s so simple for me to determine however likewise if I just paste this link and copy, they know what they’re getting too.
And lastly, we can select a different color. This is extremely valuable if you have multiple events, I’m gon na pick red in this case just so it stands out from the other events that I have actually already produced. Now when we hit next, we’re gon na get to the nuts and bolts of our event. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of