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 mean by this, is things beyond simply Calendly consultations however things that are occurring maybe 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 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 encourage you to publish an image.
Now this is most likely more important than you think. You’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 simply copy and paste this and give it to individuals directly so that they can land on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na show you where a few of those modifications occur. I’m gon na click my link here just to reveal you where this appears. 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 two events currently that individuals can pick from and when they click on one of those occasions, they are likewise gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the occasions 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. Let’s go back to our menu within our account screen here. And this is truly our main page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a new screen. We’ve got two options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet 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 most cases, the majority of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na state, 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 say, 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 occasions that I have readily available.
And finally, we can select a different color. This is really handy if you have multiple occasions, I’m gon na choose red in this case so it stands apart from the other events that I have actually currently developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of