We’re gon na get things kicked off by going into our menu, into our account once 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 indicate by this, is things beyond simply Calendly consultations but things that are happening perhaps in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up properly. Next up, we wan na remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to publish an image.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your company or possibly it’s your complete 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 networks accounts or you can simply copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, as soon as 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 changes take place. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got 2 occasions currently that individuals can choose from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters 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 simple for your prospective 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 truly our main page here on the house screen where you can include and edit existing events. I’ve got two events that I’m utilizing at the moment but let’s go and create a brand-new event from scratch. We gon na pick that brand-new event type, which is gon na open up a brand-new screen. We’ve got two options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets multiple guests consult with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. However in many cases, the majority of people are utilizing Calendly for individually meeting.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say update, that’s gon na conserve that choice here. I’m simply gon na state, this is a conference 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 occasions that I have offered.
And finally, we can pick a various color. This is extremely valuable if you have several occasions, I’m gon na choose red in this case so it stands apart from the other occasions that I’ve already produced. Now as soon as 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