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 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 indicate by this, is things beyond just Calendly visits however things that are occurring maybe in your personal life or other meetings 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 publish an image.
Now this is most likely more vital than you believe. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your complete name. Remember, 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 media accounts or you can just copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, as soon as you’ve been finished with your account settings, let’s go back to the house screen. I simply wan na reveal you where a few of those changes occur. I’m gon na click my link here just to show you where this appears. This is the initial landing page where people are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can choose from and when they click on among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Now let’s proceed to the occasions themselves and how can you set up one or more occasions so that it’s as easy for your potential leads or for your customers to come in here and book time with you. So let’s return to our menu within our account screen here. And this is really our main page here on the house screen where you can add and edit existing occasions. I have actually got 2 events that I’m using at the moment however let’s go and produce a brand-new occasion from scratch. We gon na pick that new event type, which is gon na open a new screen. We’ve got 2 options here, we can either develop an individually meeting or a group conference. Now a group meeting lets several guests meet with you at a single time. This might be terrific for a teacher or if you are supplying a group webinar or something along those lines here. In a lot of cases, the bulk of individuals 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 choice here. I’m simply gon na state, this is a conference 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 events that I have available.
And last but not least, we can choose a different color. This is extremely helpful if you have several events, I’m gon na pick red in this case so it stands out from the other occasions that I’ve already created. Now when we hit next, we’re gon na get to the nuts and bolts of our occasion. When can people book this event, in this menu screen called. So by opening this app, you’re gon na see a lot of