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.
to inspect other bookings that you might have going on. And what I indicate by this, is things beyond just Calendly consultations however things that are happening perhaps in your individual life or other meetings that turn up as a part of your day. Down listed below here, you can likewise check for conflicts. You can utilize several calendars to look for conflicts more than just the one that you have picked up here and you can also define which calendar to add those consultations to. So this is absolutely gon na be your very first stop to make sure that you have your calendar connections established correctly. Just select add calendar account here and you can validate with any calendar service including 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 simply wan na motivate you to upload an image. So if this is meetings or consultations that individuals are going to be scheduling with you, I advise that you put your good profile image here together with your name and maybe a welcome message just when they arrive at your beginning page. Next action, you also wan na make a quick stop at the branding page to add your business logo or some other image that you would like to add here. And last but not least, we can click the my link.
Now this is most likely more vital than you think. Most of the times, you’re gon na wan na put the name of your service or perhaps it’s your complete name. However remember, this is the URL that you are gon na be sharing with users. This is what you can connect from your site or your social networks accounts or you can simply copy and paste this and give it to individuals straight so that they can arrive at your Calendly page. All right, once you’ve been finished with your account settings, let’s go back to the house screen. I just wan na show you where some of those modifications occur. I’m gon na click on my link here simply to reveal you where this appears. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I’ve got 2 occasions presently that people can choose from and when they click among those events, they are likewise gon na see my branding here. This is where the logo enters into play. Today let’s move on 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. Let’s go back to our menu within our account screen here. And this is really our main page here on the house screen where you can include and modify existing events. I have actually got 2 events that I’m utilizing at the moment but let’s go and develop a new event from scratch. We gon na choose that new occasion type, which is gon na open a brand-new screen. We’ve got 2 choices here, we can either produce an one-on-one meeting or a group conference. Now a group meeting lets numerous guests meet with you at a single time. This might be terrific for a teacher or if you are providing a group webinar or something along those lines here. In the majority of cases, the majority 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 offer their phone number. I’m gon na say update, that’s gon na save that alternative here. I’m simply gon na say, this is a meeting with Scott for a consulting session, something like that, just something so they can separate what this event is about compared to possibly some of the other events that I have offered.
And last but not least, we can pick a various color. This is really useful if you have numerous occasions, I’m gon na select red in this case just so it stands out from the other occasions that I have actually already produced. Now once 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 event. By opening this app, you’re gon na see a lot of