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 first places 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 suggest by this, is things beyond just Calendly consultations however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 just wan na encourage you to upload an image.
Now this is probably more important than you believe. In many cases, you’re gon na wan na put the name of your business or perhaps it’s your full name. But keep in mind, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where some of those modifications take place. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s proceed to the events themselves and how can you set up several occasions so that it’s as simple for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our primary page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a brand-new event from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We have actually got 2 options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets numerous guests consult with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have available.
And finally, we can select a various color. This is extremely useful if you have several events, I’m gon na pick red in this case just so it stands apart from the other occasions that I have actually already produced. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of