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 appointments but things that are occurring perhaps in your individual life or other conferences 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 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 motivate you to upload an image.
Now this is probably more important than you believe. In most cases, you’re gon na wan na put the name of your service 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 networks accounts or you can just copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the house screen. I simply wan na reveal you where a few of those changes happen. I’m gon na click my link here just to show you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that people 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 comes into play. And now let’s proceed to the events 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. So let’s return to our menu within our account screen here. And this is really our primary page here on the home screen where you can add and edit existing events. I’ve got 2 occasions 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 produce an individually conference or a group meeting. Now a group conference lets several guests meet you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. However in many cases, most of people are using Calendly for individually conference.
In this case, I’m gon na say, 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 alternative here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this occasion is about compared to maybe some of the other occasions that I have readily available.
And lastly, we can pick a different color. This is really handy if you have several occasions, I’m gon na choose red in this case so it stands apart from the other events that I’ve already produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. When can people book this occasion, in this menu screen called. By opening this app, you’re gon na see a lot of