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 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 add one or more calendar accounts.
to examine other reservations that you may have going on. And what I suggest by this, is things beyond just Calendly consultations but things that are happening possibly in your personal life or other meetings that turn up as a part of your day. Down listed below here, you can also look for disputes. You can use multiple calendars to look for conflicts more than simply the one that you have actually chosen up here and you can likewise specify which calendar to include those visits to. This is certainly gon na be your extremely first stop to make sure that you have your calendar connections set up properly. 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 stick 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 visits that individuals are going to be scheduling with you, I suggest that you put your nice profile image here in addition to your name and possibly a welcome message simply when they arrive on your beginning page. Next action, you likewise wan na make a quick stop at the branding page to add your company logo or some other image that you would like to include here. And lastly, we can click on the my link.
Now this is most likely more crucial than you think. You’re gon na wan na put the name of your business 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 site or your social media accounts or you can just copy and paste this and give it to individuals directly so that they can arrive on your Calendly page. All right, once you have actually been finished with your account settings, let’s return to the home screen. I just wan na reveal you where some of those changes take place. I’m gon na click my link here just to show you where this shows up. This is the preliminary landing page where people are gon na see my profile image, my name and that welcome message. I have actually got 2 events currently that individuals can select from and when they click one of those occasions, they are also gon na see my branding here. This is where the logo design enters play. Now let’s proceed to the occasions themselves and how can you establish 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 actually our primary 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 but let’s go and create a new event from scratch. We gon na choose that brand-new occasion type, which is gon na open a brand-new screen. We have actually got two choices here, we can either produce an individually conference or a group conference. Now a group meeting lets multiple invitees meet with you at a single time. This may be excellent for an instructor or if you are offering a group webinar or something along those lines here. However most of the times, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na state, I will call my invitees ’cause I’m gon na ask them to offer their phone number. I’m gon na say upgrade, that’s gon na save that option 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 perhaps some of the other events that I have readily available.
And lastly, we can choose a different color. This is really valuable if you have numerous occasions, I’m gon na select red in this case so it stands out from the other events that I have actually already produced. Now once we struck next, we’re gon na get to the nuts and bolts of our occasion. In this menu screen called when can individuals book this event. By opening this app, you’re gon na see a lot of