We’re gon na get things kicked off by going into our menu, into our account as soon as 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 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 but things that are taking place perhaps in your personal life or other conferences that come up as a part of your day. This is certainly gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 publish an image.
Now this is probably more vital than you think. Most of the times, you’re gon na wan na put the name of your organization 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 site or your social media accounts or you can just copy and paste this and give it to people directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes take place. I’m gon na click my link here just to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that people can pick from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo comes into play. Now let’s move on to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential 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’ve got two events that I’m using at the moment but let’s go and produce a new event from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got two choices here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. But in most cases, most of individuals are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m simply gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this event is about compared to possibly some of the other occasions that I have offered.
And lastly, we can choose a various color. This is really handy if you have numerous occasions, I’m gon na pick red in this case so it stands apart from the other occasions that I have actually already created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our occasion. When can people book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of