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 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 perhaps in your personal life or other meetings that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 encourage you to upload an image.
You’re gon na wan na put the name of your organization or maybe it’s your complete name. I have actually got two occasions currently 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 occasion type, which is gon na open up a new screen.
So let’s state create for one-on-one. On this screen, the first thing that we need to do is offer it an event name. Now keep in mind, this is more than just your reference. This is what individuals are gon na be seen when they arrive on your Calendly page. So I’m just gon na call this one, Consulting with Scott, actually easy here. So I can identify, oop, Consulting 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 meeting, a call or is it gon na be a specific conferencing meeting such as using Google Meet, Zoom, GoToMeeting or perhaps something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in a lot of cases, depending on the choice that you choose, you might have some extra alternatives waiting on you. For example, do I wan na choose if I will call my invitee in this case, it’s gon na require the person who’s scheduling that time to note their phone number. I require to understand who I’m calling or I can pick this alternative, my guest must call me. In this case, I can include my preferred telephone number here and the great thing with Calendly is that it’s not going to show this number up until they have actually scheduled the visit. So if somebody is thinking about 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 just after they’ve reserved 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 upgrade, that’s gon na save that option here. Down below we can include a description which is something you don’t wan na overlook particularly if you have numerous events that you’re gon na be offering to your users. So I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion has to do with compared to maybe some of the other occasions that I have offered. And after that just below the description, we have our event link. Now we already talked briefly about having your domain or your service name or maybe your full 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 attempt make it as specific as possible. So perhaps I’m gon na say, meeting Scott, something like that, something that’s so simple for me to identify but likewise if I just paste this link and copy, they know what they’re getting too.
Now when we struck next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of