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 very 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 simply Calendly visits but things that are happening possibly in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your extremely 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 simply wan na encourage you to upload an image.
You’re gon na wan na put the name of your company or possibly it’s your full name. I’ve got two occasions currently that individuals can choose from and when they click on one of those occasions, they are also gon na see my branding here. We gon na choose that brand-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 need to do is provide it an occasion name. Now remember, this is more than just your recommendation. 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 easy here. So I can recognize, oop, Meeting Scott. Let’s keep that in there. Our 2nd step is to include a location and you can see we can tell our users upfront, is this a personally conference, a phone call or is it gon na be a particular conferencing meeting such as utilizing Google Meet, Zoom, GoToMeeting or maybe something custom, something that’s not even listed here. In our example, I’m gon na pick call in this case. And in most cases, depending upon the choice that you choose, you might have some additional alternatives waiting on you. For instance, 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 list their contact number. I need to know who I’m calling or I can pick this choice, my invitee ought to call me. In this case, I can include my desired phone number here and the fantastic thing with Calendly is that it’s not going to show this number till they have booked the appointment. If someone is considering booking 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 revealed. However in this case, I’m gon na say, I will call my guests ’cause I’m gon na inquire to offer their telephone number. I’m gon na say update, that’s gon na save that choice here. Down below we can include a description which is something you don’t wan na overlook specifically if you have several events that you’re gon na be offering to your users. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to maybe some of the other occasions that I have offered. 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 maybe your full name to get them to your primary Calendly page but this is something that you can share in addition, a separate URL. In this case once again, you wan na try make it as particular as possible. Possibly I’m gon na say, meeting Scott, something like that, something that’s so simple for me to recognize but also if I simply paste this link and copy, they know what they’re getting.
And finally, we can pick a various color. This is really useful if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other occasions that I have actually already produced. Now when we hit 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. By opening this app, you’re gon na see a lot of