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 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 simply Calendly consultations but things that are taking place possibly 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 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 upload an image.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na reveal you where a few of those modifications take place. I’m gon na click on my link here simply to reveal you where this appears. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that individuals can choose from and when they click one of those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. But now let’s carry on to the occasions themselves and how can you establish several occasions so that it’s as simple for your prospective leads or for your customers 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 truly our main page here on the house screen where you can add and edit existing occasions. I have actually got two events that I’m using at the moment however let’s go and create a new event from scratch. We gon na choose that new event type, which is gon na open up a new screen. We’ve got two options here, we can either produce an individually meeting or a group conference. Now a group meeting lets multiple guests meet you at a single time. This might be great for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk 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 offer their phone number. I’m gon na say update, that’s gon na save that choice here. I’m just gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other occasions that I have readily available.
Now as soon as we struck 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