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 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 add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly visits however things that are occurring maybe in your individual life or other conferences that come up as a part of your day. This is absolutely 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 just wan na motivate you to submit an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your business or possibly it’s your complete 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 simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click my link here simply to reveal you where this shows up. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events presently that individuals can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our main page here on the house screen where you can include and modify existing events. I’ve got 2 events that I’m using at the moment but let’s go and create a new occasion from scratch. We gon na choose that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group conference lets several invitees meet you at a single time. This might be fantastic for an instructor or if you are providing a group webinar or something along those lines here. But most of the times, the majority of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na save that choice here. 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 perhaps some of the other occasions that I have readily available.
Now when 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