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 very first locations 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 mean by this, is things beyond just Calendly appointments but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is certainly gon na be your very 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 submit 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 organization or possibly it’s your complete name. However remember, this is the URL that you are gon na be showing users. This is what you can connect from your website or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I simply wan na show you where a few of those changes occur. I’m gon na click on my link here just to show you where this appears. So 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 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 enters play. Now let’s proceed to the occasions themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing occasions. I have actually got 2 occasions that I’m utilizing at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either create an individually meeting or a group meeting. Now a group meeting lets numerous guests meet with you at a single time. This may be terrific for a teacher or if you are offering a group webinar or something along those lines here. But for the most part, most 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 provide their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can separate what this occasion is about compared to maybe some of the other events that I have offered.
And lastly, we can select a various color. This is very handy if you have multiple occasions, I’m gon na select red in this case so it sticks out from the other events that I have actually currently produced. Now once 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. By opening this app, you’re gon na see a lot of