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 examine other reservations that you might have going on. And what I mean by this, is things beyond simply Calendly consultations however things that are taking place perhaps in your individual life or other meetings that come up as a part of your day. Down listed below here, you can also look for disputes. You can use several calendars to check for conflicts more than just the one that you have chosen up here and you can likewise specify which calendar to add those visits to. This is definitely gon na be your really first stop to make sure that you have your calendar connections set up correctly. Simply select include 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 just wan na motivate you to submit an image. So if this is meetings or appointments that people are going to be scheduling with you, I recommend that you put your great profile image here along with your name and possibly a welcome message just when they land on your beginning page. Next step, you likewise wan na make a quick stop at the branding page to include your company logo or some other image that you would like to add here. And finally, we can click the my link.
Now this is probably more important than you think. You’re gon na wan na put the name of your business or perhaps 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 media accounts or you can just copy and paste this and give it to people straight so that they can arrive at your Calendly page. All right, when you have actually been finished with your account settings, let’s return to the home screen. I simply wan na show you where a few of those changes take place. I’m gon na click on my link here simply to reveal you where this appears. This is the initial landing page where individuals are gon na see my profile image, my name and that welcome message. I have actually got two events currently that people can pick from and when they click one of those events, they are also gon na see my branding here. This is where the logo design enters play. Now let’s move on to the occasions themselves and how can you set up one or more events so that it’s as easy for your potential leads or for your clients to come in here and book time with you. So let’s return to our menu within our account screen here. And this is actually our main page here on the house screen where you can add and modify existing occasions. I have actually got two occasions that I’m using at the moment but let’s go and develop a new occasion from scratch. We gon na select that new event type, which is gon na open a new screen. We have actually got 2 options here, we can either create an individually conference or a group meeting. Now a group conference lets several invitees meet with you at a single time. This might be excellent for an instructor or if you are supplying a group webinar or something along those lines here. But most of the times, the majority of people are using Calendly for individually meeting.
In this case, I’m gon na say, I will call my guests ’cause I’m gon na ask them to provide their phone number. I’m gon na say upgrade, that’s gon na conserve that alternative here. I’m just 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 maybe some of the other events that I have readily available.
Now as soon as we struck 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