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 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 suggest by this, is things beyond simply Calendly visits but things that are happening maybe in your individual life or other meetings that come up as a part of your day. This is absolutely 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 encourage you to publish an image.
Now this is probably more crucial than you believe. You’re gon na wan na put the name of your business or perhaps it’s your full 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 website or your social media accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive on your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where some of those changes occur. I’m gon na click my link here just to show you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name which welcome message. I have actually got two occasions presently that people can choose from and when they click on among those occasions, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 truly our main page here on the home screen where you can add and modify existing occasions. I have actually got 2 events that I’m using at the moment but let’s go and create a new event from scratch. We gon na select that new occasion type, which is gon na open a brand-new screen. We have actually got 2 choices here, we can either produce an individually meeting or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be fantastic 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 state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state upgrade, that’s gon na conserve that option here. I’m just gon na state, this is a meeting 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 events that I have available.
Now when 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