We’re gon na get things kicked off by going into our menu, into our account as soon as 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 first thing that you’re gon na wan na do is make sure that you add one or more calendar accounts.
And what I imply by this, is things beyond just Calendly consultations however things that are taking place possibly in your personal life or other meetings 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your site or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the home screen. I just wan na show you where a few of those changes happen. I’m gon na click my link here just to reveal you where this appears. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions presently that people can select from and when they click among those events, they are likewise gon na see my branding here. This is where the logo comes into play. Today 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 clients to come in here and book time with you. So let’s go back 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 edit existing occasions. I have actually got two events that I’m utilizing at the moment however let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either develop an individually meeting or a group conference. Now a group conference lets multiple invitees meet you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the bulk of individuals are utilizing Calendly for individually conference.
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 say upgrade, that’s gon na save that choice here. 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 occasion is about compared to maybe some of the other events that I have available.
Now once we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of