We’re gon na get things kicked off by going into our menu, into our account when 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 add one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly visits however things that are happening maybe in your individual life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 encourage you to upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your company or maybe 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 link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na show you where some of those changes take place. I’m gon na click my link here simply to show you where this appears. So this is the initial landing page where people are gon na see my profile image, my name which welcome message. I’ve got 2 events currently that people can pick from and when they click on one of those events, 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 occasions themselves and how can you set up one or more events so that it’s as simple for your potential leads or for your clients to come in here and book time with you. Let’s go back 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 2 events that I’m utilizing at the moment but let’s go and create a new event from scratch. We gon na select that brand-new occasion type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an one-on-one conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This might be great for a teacher or if you are providing a group webinar or something along those lines here. But most of the times, the majority of individuals are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na state update, that’s gon na save that option here. I’m simply gon na state, this is a conference with Scott for a consulting session, something like that, simply something so they can separate what this event is about compared to maybe some of the other occasions that I have offered.
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