We’re gon na get things kicked off by going into our menu, into our account as soon as 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.
to inspect other reservations that you may have going on. And what I suggest by this, is things beyond simply Calendly appointments but things that are happening maybe in your personal life or other conferences that show up as a part of your day. Down below here, you can also check for conflicts. You can utilize multiple calendars to look for disputes more than just the one that you have selected up here and you can likewise specify which calendar to include those appointments to. So this is definitely gon na be your extremely first stop to make certain that you have your calendar connections set up properly. Just choose add calendar account here and you can authenticate with any calendar service consisting of Google Calendar and Microsoft Outlook. 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 motivate you to submit an image. So if this is meetings or consultations that people are going to be scheduling with you, I recommend that you put your nice profile picture here in addition to your name and possibly a welcome message just when they land on your beginning page. Next step, you also wan na make a fast stop at the branding page to add your company logo design or some other image that you want to include here. And lastly, we can click on the my link.
You’re gon na wan na put the name of your company or maybe it’s your full name. I have actually got 2 occasions currently that individuals can select from and when they click on one of those events, they are also gon na see my branding here. We gon na pick that new occasion type, which is gon na open up a new screen.
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 update, that’s gon na conserve that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, simply something so they can differentiate what this occasion is about compared to perhaps some of the other occasions that I have available.
Now as soon as we hit next, we’re gon na get to the nuts and bolts of our occasion. By opening this app, you’re gon na see a lot of