We’re gon na get things kicked off by going into our menu, into our account as soon as 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 indicate by this, is things beyond simply Calendly appointments however things that are occurring perhaps in your individual life or other meetings that come up as a part of your day. This is definitely gon na be your very first stop to make sure that you have your calendar connections set up correctly. 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 publish an image.
Now this is most likely more important than you believe. In most cases, you’re gon na wan na put the name of your organization or maybe it’s your full name. But remember, 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 media accounts or you can simply copy and paste this and give it to individuals straight 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 my link here just to show you where this appears. So this is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people 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 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. Let’s go back to our menu within our account screen here. And this is actually our main page here on the house screen where you can include and edit existing occasions. I have actually got 2 events that I’m utilizing at the moment however let’s go and develop a new event from scratch. We gon na pick that new event type, which is gon na open up a brand-new screen. We have actually got two options here, we can either produce an one-on-one conference or a group meeting. Now a group conference lets multiple invitees meet with you at a single time. This may be terrific for an instructor or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are utilizing Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state 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, just something so they can separate what this event is about compared to possibly some of the other occasions that I have available.
And finally, we can select a various color. This is really useful if you have multiple events, I’m gon na choose red in this case just so it stands out from the other occasions that I’ve currently produced. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this event. So by opening this app, you’re gon na see a lot of