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 include one or more calendar accounts.
And what I mean by this, is things beyond simply Calendly visits but things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is absolutely 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 motivate you to upload an image.
Now this is most likely more crucial than you believe. You’re gon na wan na put the name of your company or possibly it’s your complete name. Keep in mind, this is the URL that you are gon na be sharing with users. This is what you can link from your site or your social networks 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, when you have actually been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those changes happen. I’m gon na click on my link here just to show 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 2 events currently that individuals can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more events 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 main page here on the home screen where you can add and modify existing occasions. I’ve got 2 events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two options here, we can either create an one-on-one conference or a group conference. Now a group conference lets numerous invitees meet with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In many cases, the bulk of individuals 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 supply their phone number. I’m gon na say update, that’s gon na save that option here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other events that I have offered.
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