We’re gon na get things kicked off by going into our menu, into our account once you’ve signed up with Calendly. And one of the very 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 include one or more calendar accounts.
And what I suggest by this, is things beyond just Calendly appointments but things that are happening possibly in your individual life or other meetings 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 remain with our account settings this time we’re gon na go to account account settings and I simply wan na encourage you to submit an image.
Now this is most likely more crucial than you believe. For the most part, you’re gon na wan na put the name of your company or maybe it’s your complete name. However 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 people directly so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s return to the house screen. I just wan na reveal you where a few of those modifications take place. I’m gon na click my link here simply to reveal you where this shows up. So this is the initial landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 events presently that people can select from and when they click on among those occasions, they are also gon na see my branding here. This is where the logo design enters into play. Now let’s move on to the events themselves and how can you establish one or more occasions so that it’s as simple for your prospective leads or for your customers to come in here and book time with you. So let’s go back to our menu within our account screen here. And this is actually our primary page here on the house screen where you can add and edit existing occasions. I’ve got 2 events that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that brand-new event type, which is gon na open a brand-new screen. We’ve got two options here, we can either develop an one-on-one meeting or a group meeting. Now a group conference lets numerous invitees consult with you at a single time. This may be excellent for an instructor or if you are providing a group webinar or something along those lines here. In most cases, the majority of people are using 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 state upgrade, that’s gon na conserve that option 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 separate what this event is about compared to perhaps some of the other occasions that I have readily 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