We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 indicate by this, is things beyond just Calendly consultations however things that are taking place perhaps in your individual life or other conferences that come up as a part of your day. This is absolutely gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 probably more important than you believe. You’re gon na wan na put the name of your business 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 link from your site or your social networks 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, as soon as you have actually been finished with your account settings, let’s return to the home screen. I simply wan na reveal you where a few of those changes take place. I’m gon na click on my link here simply to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 occasions currently that people can choose from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy 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 occasions. I have actually got two occasions that I’m utilizing at the moment but let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets multiple guests consult with 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 most of the times, the majority of individuals are using Calendly for one-on-one 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 state, this is a conference with Scott for a consulting session, something like that, simply something so they can distinguish what this occasion is about compared to perhaps some of the other events that I have offered.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of