We’re gon na get things kicked off by going into our menu, into our account as soon as you’ve signed up with Calendly. And one of the very first places 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 add one or more calendar accounts.
And what I suggest by this, is things beyond simply Calendly appointments but things that are occurring possibly in your personal life or other conferences 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 simply wan na motivate you to upload an image.
Now this is most likely more vital than you think. You’re gon na wan na put the name of your company or possibly it’s your full name. However keep in mind, this is the URL that you are gon na be showing users. This is what you can link from your website or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the home screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click on my link here just to reveal you where this shows up. So 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 events currently that individuals can choose from and when they click among 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 events themselves and how can you set up one or more events so that it’s as simple for your prospective leads or for your clients 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 truly our primary page here on the home screen where you can include and edit existing occasions. I have actually got two occasions that I’m utilizing at the moment however let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an individually conference or a group conference. Now a group meeting lets several invitees consult with you at a single time. This might be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In most cases, the majority of individuals are utilizing Calendly for individually 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 alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this occasion is about compared to possibly some of the other occasions that I have available.
Now once we hit 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