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 very 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 just 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 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 remain with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to upload an image.
Now this is most likely more vital than you think. In many cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. However keep in mind, this is the URL that you are gon na be sharing with users. This is what you can connect from your website or your social media accounts or you can just copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes happen. I’m gon na click 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’ve got two events currently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Today let’s proceed to the events themselves and how can you establish several 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 house screen where you can include and modify existing events. I have actually got 2 occasions that I’m using at the moment but let’s go and produce a brand-new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several guests 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 the majority of cases, the bulk 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 offer their phone number. I’m gon na state upgrade, that’s gon na save that option here. I’m just gon na say, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to possibly some of the other occasions that I have available.
And lastly, we can pick a various color. This is extremely useful if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other events that I have actually already developed. Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. 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