We’re gon na get things kicked off by going into our menu, into our account when 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 bookings that you might have going on. And what I suggest by this, is things beyond just Calendly visits but things that are happening maybe in your personal life or other conferences that come up as a part of your day. Down below here, you can also check for disputes. You can use numerous calendars to look for conflicts more than simply the one that you have actually chosen up here and you can also define which calendar to include those appointments to. This is absolutely gon na be your very first stop to make sure that you have your calendar connections set up correctly. Simply choose include calendar account here and you can confirm 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 just wan na encourage you to upload an image. If this is conferences or appointments that people are going to be scheduling with you, I recommend that you put your nice profile photo here along with your name and maybe a welcome message just when they land on your start page. Next action, you likewise wan na make a quick stop at the branding page to include your company logo design or some other image that you wish to add here. And lastly, we can click on the my link.
Now this is most likely more crucial than you believe. Most of the times, you’re gon na wan na put the name of your business or maybe it’s your full name. 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 just copy and paste this and give it to people directly so that they can land 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 modifications happen. I’m gon na click my link here simply 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 2 occasions presently that individuals can select from and when they click among those occasions, they are likewise gon na see my branding here. This is where the logo enters play. And now let’s move on to the events themselves and how can you set up several events so that it’s as simple for your prospective 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 primary page here on the home screen where you can include and edit existing occasions. I’ve got two events that I’m using at the moment however let’s go and develop a brand-new event from scratch. We gon na pick that new event type, which is gon na open a brand-new screen. We’ve got 2 options here, we can either create an individually conference or a group meeting. Now a group meeting lets numerous invitees consult with you at a single time. This might be excellent for an instructor or if you are providing a group webinar or something along those lines here. However for the most part, most of individuals are utilizing Calendly for individually conference.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to supply their phone number. I’m gon na say upgrade, that’s gon na save that choice here. I’m just gon na say, this is a conference 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 occasions that I have available.
Now when we hit next, we’re gon na get to the nuts and bolts of our event. By opening this app, you’re gon na see a lot of