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 include one or more calendar accounts.
And what I indicate by this, is things beyond just Calendly appointments however things that are happening possibly 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 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 encourage you to upload an image.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your company or maybe it’s your complete name. However remember, this is the URL that you are gon na be showing 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 people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na show you where a few of those modifications happen. I’m gon na click my link here just to reveal you where this shows up. So this is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that individuals can select from and when they click one of those events, they are also gon na see my branding here. This is where the logo enters 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 easy for your prospective leads or for your customers 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 main page here on the home screen where you can add and edit existing occasions. I have actually got 2 occasions that I’m using at the moment but let’s go and create a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got two choices here, we can either create an one-on-one conference or a group conference. Now a group conference lets several invitees meet 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. In a lot of cases, the majority of individuals are using 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 supply their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, 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 struck 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