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 places 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 indicate by this, is things beyond simply Calendly consultations but things that are occurring possibly in your individual life or other meetings that come up as a part of your day. This is absolutely gon na be your extremely 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 submit an image.
Now this is most likely more important than you think. In most cases, you’re gon na wan na put the name of your company or perhaps it’s your full name. Remember, this is the URL that you are gon na be sharing with users. This is what you can link from your website or your social networks 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, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes happen. I’m gon na click on my link here simply 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 2 events currently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo enters play. But now let’s carry on to the occasions themselves and how can you set up several occasions so that it’s as simple 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 primary 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 develop a new occasion 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 options here, we can either produce an individually conference or a group meeting. Now a group meeting lets numerous invitees meet with you at a single time. This may be great for a teacher or if you are supplying a group webinar or something along those lines here. In the majority of cases, the bulk of people are using Calendly for individually conference.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to supply their phone number. I’m gon na say update, that’s gon na save that choice 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 separate what this event is about compared to perhaps some of the other occasions that I have available.
Now once we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of