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 add one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits but things that are happening possibly in your individual life or other conferences 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 just 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 maybe 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 link from your website or your social media accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the home screen. I just wan na show 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 preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 occasions presently that individuals can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters play. But now let’s carry on to the events themselves and how can you set up one or more 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 truly our primary page here on the house screen where you can include and edit existing events. I have actually got two occasions that I’m using at the moment however let’s go and create a brand-new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open a new screen. We’ve got two choices here, we can either create an one-on-one meeting or a group conference. Now a group conference lets numerous invitees meet you at a single time. This might be great for an instructor or if you are providing a group webinar or something along those lines here. In a lot of cases, the majority of people are utilizing 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 offer their phone number. I’m gon na say upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can separate what this occasion is about compared to possibly some of the other occasions that I have offered.
And finally, we can select a different color. This is very practical if you have multiple occasions, I’m gon na choose red in this case just so it sticks out from the other events that I’ve currently created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a great deal of