We’re gon na get things kicked off by going into our menu, into our account when 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 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 consultations but things that are taking place maybe in your personal life or other conferences 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 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 upload an image.
You’re gon na wan na put the name of your service or possibly it’s your complete name. I’ve got 2 occasions presently 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 pick that brand-new event type, which is gon na open up a new screen.
So let’s state develop for one-on-one. 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 just your referral. 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, Meeting Scott, actually simple here. I can determine, oop, Satisfying with Scott. Let’s keep that in there. Our second action is to add an area and you can see we can tell our users upfront, is this a face to face meeting, a telephone call or is it gon na be a specific conferencing conference such as using Google Meet, Zoom, GoToMeeting or perhaps something customized, something that’s not even listed here. In our example, I’m gon na select phone call in this case. And in a lot of cases, depending on the alternative that you select, you might have some additional alternatives awaiting you. For example, do I wan na select if I will call my invitee in this case, it’s gon na require the individual who’s booking that time to note their telephone number. I require to know who I’m calling or I can pick this alternative, my invitee needs to call me. In this case, I can add my preferred telephone number here and the terrific thing with Calendly is that it’s not going to display this number till they have actually reserved the appointment. So if someone is considering scheduling time with me, it’s not as if they’re gon na see my phone number or my dial in number right now, it’s only after they have actually booked the time will this number be revealed. But 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 upgrade, that’s gon na save that choice here. If you have several occasions that you’re gon na be providing to your users, down below we can include a description which is something you do not wan na ignore specifically. So 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 event is about compared to perhaps a few of the other occasions that I have offered. And after that simply listed below the description, we have our event link. Now we already talked briefly about having your domain name or your organization name or perhaps your complete name to get them to your main Calendly page but this is something that you can share in addition, a different URL. So in this case once again, you wan na attempt make it as specific as possible. So maybe I’m gon na say, meeting Scott, something like that, something that’s so easy for me to identify however likewise if I simply copy and paste this link, they know what they’re getting too.
And lastly, we can pick a different color. This is extremely helpful if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of