We’re gon na get things kicked off by going into our menu, into our account when 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 very first thing that you’re gon na wan na do is make sure that you include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly consultations however things that are taking place possibly in your individual life or other meetings that come up as a part of your day. This is certainly 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 simply wan na encourage you to publish an image.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your service or possibly it’s your full name. But keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. 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 events presently that individuals can pick from and when they click among those events, they are also gon na see my branding here. This is where the logo enters into play. Now let’s carry on to the events themselves and how can you establish one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can include and modify existing occasions. I’ve got 2 events that I’m using at the moment however let’s go and create a new occasion from scratch. We gon na choose that brand-new event type, which is gon na open a new screen. We have actually got two options here, we can either develop an individually conference or a group meeting. Now a group conference lets several invitees consult with you at a single time. This might be excellent for a teacher or if you are offering a group webinar or something along those lines here. In many cases, the majority of individuals are using Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m just gon na say, 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 perhaps some of the other events that I have available.
And finally, we can pick a various color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case just so it stands apart from the other events that I have actually already created. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. When can individuals book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of