We’re gon na get things kicked off by going into our menu, into our account once you have actually 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 add one or more calendar accounts.
And what I imply by this, is things beyond simply Calendly appointments but things that are taking place possibly in your personal life or other conferences that come up as a part of your day. This is definitely gon na be your really 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 upload an image.
Now this is probably more crucial than you think. Most of the times, you’re gon na wan na put the name of your organization or maybe 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 website or your social networks accounts or you can just copy and paste this and give it to individuals directly so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where some of those modifications occur. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where individuals are gon na see my profile image, my name which welcome message. I’ve got 2 occasions currently that individuals can select from and when they click among those events, they are also gon na see my branding here. This is where the logo enters play. Today let’s move on to the events themselves and how can you establish several events so that it’s as simple for your prospective 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 actually our main page here on the home screen where you can add and edit existing events. I’ve got 2 occasions that I’m using at the moment however let’s go and create a new event from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We have actually got two choices here, we can either develop an one-on-one conference or a group conference. Now a group conference lets multiple guests meet with you at a single time. This may be great for a teacher or if you are offering a group webinar or something along those lines here. But most of the times, most of individuals are utilizing Calendly for individually conference.
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 say update, that’s gon na save that choice here. I’m just 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 possibly some of the other events that I have readily available.
And last but not least, we can pick a various color. This is really helpful if you have multiple occasions, I’m gon na select red in this case so it stands apart from the other events 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 event, in this menu screen called. By opening this app, you’re gon na see a lot of