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 very first locations that you’re gon na wan na go is up here to your account. The 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 consultations but things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. This is definitely 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 upload an image.
Now this is most likely more crucial than you believe. In many cases, you’re gon na wan na put the name of your company or possibly it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can simply copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, as soon as you have actually been finished with your account settings, let’s go back to the home screen. I simply wan na show you where some of those modifications happen. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions currently that people can choose from and when they click among those events, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s proceed to the occasions themselves and how can you set up several occasions so that it’s as easy for your potential leads or for your clients to come in here and book time with you. Let’s go back to our menu within our account screen here. And this is truly our primary page here on the home screen where you can include and edit existing events. I have actually got 2 occasions that I’m using at the moment however let’s go and develop a new event from scratch. We gon na pick that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either create an one-on-one conference or a group meeting. Now a group conference lets several guests meet with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. But in many cases, the majority of people are utilizing Calendly for one-on-one conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na conserve that choice 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 occasion is about compared to perhaps some of the other events that I have offered.
Now as soon as 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