We’re gon na get things kicked off by going into our menu, into our account when you have actually signed up with Calendly. And one of the very 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 add one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly consultations but things that are happening possibly 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 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 possibly it’s your full name. I’ve got two occasions currently that people can select from and when they click on one of those events, they are also gon na see my branding here. We gon na choose that new event type, which is gon na open up a brand-new screen.
So let’s state create for individually. On this screen, the first thing that we need to do is offer it an occasion name. Now remember, 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, Satisfying with Scott, really easy here. I can recognize, oop, Satisfying with Scott. Let’s keep that therein. Our second step is to add an area and you can see we can inform our users upfront, is this a face to face conference, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom-made, something that’s not even listed here. In our example, I’m gon na choose phone call in this case. And oftentimes, depending upon the choice that you pick, you may have some additional alternatives awaiting you. For example, do I wan na pick if I will call my invitee in this case, it’s gon na need the person who’s scheduling that time to list their contact number. I need to understand who I’m calling or I can pick this alternative, my invitee must call me. In this case, I can include my desired telephone number here and the fantastic thing with Calendly is that it’s not going to show this number up until they have actually booked the consultation. So if somebody is considering scheduling time with me, it’s not as if they’re gon na see my contact number or my dial in number right now, it’s just after they have actually 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 offer their phone number. I’m gon na state update, that’s gon na conserve that alternative here. If you have multiple occasions that you’re gon na be offering to your users, down below we can include a description which is something you don’t wan na neglect especially. So I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly a few of the other occasions that I have offered. And then just listed below the description, we have our event link. Now we currently talked briefly about having your domain or your organization 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 separate URL. So in this case again, you wan na attempt make it as specific as possible. So possibly I’m gon na state, satisfying Scott, something like that, something that’s so easy for me to identify but likewise if I just copy and paste this link, they know what they’re getting also.
And finally, we can choose a different color. This is really handy if you have multiple events, I’m gon na choose red in this case so it stands apart from the other events that I’ve currently produced. Now as soon as we struck 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