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 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 imply by this, is things beyond just Calendly visits but 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 very 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 upload an image.
Now this is probably more important than you think. You’re gon na wan na put the name of your organization or possibly it’s your complete name. However keep in mind, this is the URL that you are gon na be showing 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 straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where a few of those changes occur. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo design comes into play. Now let’s proceed to the events themselves and how can you set up several occasions so that it’s as simple 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 really our primary page here on the home screen where you can add and edit existing events. I’ve got two occasions that I’m using at the moment but let’s go and create a new event from scratch. We gon na choose that brand-new event type, which is gon na open up a new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets several invitees meet you at a single time. This may be terrific for a teacher or if you are supplying a group webinar or something along those lines here. But for the most part, the majority of people are utilizing 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 state upgrade, that’s gon na save that alternative here. I’m simply gon na say, this is a conference with Scott for a consulting session, something like that, just something so they can distinguish what this event is about compared to possibly some of the other events that I have readily available.
And last but not least, we can select a various color. This is extremely useful if you have numerous occasions, I’m gon na select red in this case just so it sticks out from the other occasions that I’ve currently created. Now as soon as we struck next, we’re gon na get to the nuts and bolts of our event. When can individuals book this occasion, in this menu screen called. So by opening this app, you’re gon na see a lot of