We’re gon na get things kicked off by going into our menu, into our account when 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 imply by this, is things beyond just Calendly consultations however things that are occurring perhaps in your personal life or other conferences 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 simply wan na motivate you to upload an image.
Now this is probably more important than you believe. You’re gon na wan na put the name of your business or possibly it’s your full 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 simply copy and paste this and give it to people straight so that they can land on your Calendly page. All right, once you’ve been finished with your account settings, let’s return to the house screen. I simply wan na show you where a few of those changes happen. I’m gon na click on my link here simply to reveal you where this shows up. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I’ve got two occasions currently that individuals can choose from and when they click one of those events, they are likewise gon na see my branding here. This is where the logo comes into play. And now let’s move on to the occasions themselves and how can you establish several occasions so that it’s as simple for your potential leads or for your clients 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 truly our main page here on the home screen where you can add and modify existing occasions. I have actually got two events that I’m using at the moment however let’s go and produce a new occasion from scratch. We gon na pick that brand-new occasion type, which is gon na open up a brand-new screen. We’ve got two choices here, we can either develop an individually conference or a group meeting. Now a group conference lets numerous guests meet with you at a single time. This may be excellent for an instructor or if you are supplying a group webinar or something along those lines here. In many cases, the majority of people are utilizing Calendly for one-on-one meeting.
In this case, I’m gon na say, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option here. I’m just gon na say, this is a meeting with Scott for a consulting session, something like that, simply something so they can distinguish what this event is about compared to maybe some of the other events that I have available.
And lastly, we can select a various color. This is really handy if you have several occasions, I’m gon na select red in this case so it stands apart from the other occasions that I have actually already developed. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can people book this event. By opening this app, you’re gon na see a lot of