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 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 imply by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your personal 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 stay with our account settings this time we’re gon na go to account account settings and I just wan na motivate you to submit an image.
Now this is most likely more important than you believe. For the most part, you’re gon na wan na put the name of your business or perhaps it’s your full name. Remember, 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 people directly so that they can land on your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where some of those changes occur. I’m gon na click on my link here simply to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name which welcome message. I’ve got two events presently that people can select from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters into play. But now let’s carry on to the occasions themselves and how can you establish one or more events so that it’s as simple for your potential 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 actually our primary page here on the house screen where you can include and modify existing occasions. I’ve got two occasions that I’m utilizing at the moment but let’s go and create a brand-new occasion from scratch. We gon na select that brand-new occasion type, which is gon na open up a new screen. We’ve got 2 options here, we can either develop an one-on-one conference or a group conference. Now a group meeting lets several guests meet with you at a single time. This may be terrific for an instructor or if you are providing a group webinar or something along those lines here. However most of the times, most of people are utilizing Calendly for one-on-one conference.
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 save that choice 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 distinguish what this occasion is about compared to maybe some of the other events that I have offered.
Now when 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