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 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.
to inspect other bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are taking place possibly in your individual life or other conferences that turn up as a part of your day. Down below here, you can likewise look for conflicts. You can use numerous calendars to check for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to include those consultations to. So this is absolutely gon na be your really first stop to make certain that you have your calendar connections established correctly. Simply select add calendar account here and you can validate 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 encourage you to upload an image. If this is conferences or visits that people are going to be scheduling with you, I advise that you put your nice profile image here along with your name and maybe a welcome message just when they land on your beginning page. Next action, you likewise wan na make a fast stop at the branding page to include your company logo design or some other image that you would like to add here. And lastly, we can click on the my link.
Now this is probably more important than you think. In most cases, you’re gon na wan na put the name of your service or perhaps it’s your full name. However remember, this is the URL that you are gon na be showing users. This is what you can link from your site or your social networks accounts or you can just copy and paste this and give it to people straight so that they can arrive on your Calendly page. All right, when you’ve been finished with your account settings, let’s go back to the house screen. I just wan na reveal you where a few of those changes occur. I’m gon na click on my link here just to reveal you where this appears. This is the preliminary landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two occasions presently that individuals can pick from and when they click on one of those occasions, they are also gon na see my branding here. This is where the logo design comes into play. Now let’s move on to the events themselves and how can you set up one or more occasions so that it’s as easy for your prospective 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 truly our main page here on the home screen where you can add and modify existing events. I have actually got 2 occasions that I’m utilizing at the moment but let’s go and produce a brand-new occasion from scratch. We gon na choose that new occasion type, which is gon na open up a brand-new screen. We have actually got two options here, we can either develop an individually conference or a group conference. Now a group conference lets numerous guests consult with you at a single time. This might be terrific for an instructor or if you are offering a group webinar or something along those lines here. In many cases, the bulk of individuals are using Calendly for individually conference.
In this case, I’m gon na state, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na state update, that’s gon na save that choice here. I’m just gon na state, this is a meeting with Scott for a consulting session, something like that, just something so they can differentiate what this event is about compared to perhaps some of the other events that I have readily available.
And last but not least, we can select a various color. This is very practical if you have numerous events, I’m gon na select red in this case just so it stands out from the other occasions that I have actually currently created. Now when we struck next, we’re gon na get to the nuts and bolts of our event. In this menu screen called when can individuals book this occasion. By opening this app, you’re gon na see a lot of