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 places 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 add one or more calendar accounts.
And what I indicate by this, is things beyond simply Calendly consultations however things that are happening perhaps in your personal life or other meetings 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 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 probably more vital than you think. In many cases, you’re gon na wan na put the name of your organization 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 connect from your site or your social media accounts or you can just copy and paste this and give it to individuals straight 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 home screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got 2 events presently that people can select 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 events 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 return to our menu within our account screen here. And this is truly our primary page here on the home screen where you can add and edit existing events. I have actually got two events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na choose that brand-new occasion type, which is gon na open up a brand-new screen. We have actually got two choices here, we can either develop an individually conference or a group conference. Now a group conference lets multiple invitees meet with you at a single time. This might 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 people 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 update, that’s gon na conserve that choice 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 distinguish what this event is about compared to perhaps some of the other events that I have available.
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